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Original filing (PDF)20250305153457NAL0008816753001
DIVERSIFIED RESTAURANT GROUP, LLC
Form 5500
FILING_RECEIVED
DIVERSIFIED RESTAURANT GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 39.6 mo
Active participants
1,483
Accounts w/ balance
297
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 39.6 months past the 10.5-month grace window.
- Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVERSIFIED RESTAURANT GROUP, LLC.
Plan sponsor
Name
DIVERSIFIED RESTAURANT GROUP, LLC
EIN
84-2979886
Address
3120 SOUTH DURANGO DRIVE · SUITE 305 · LAS VEGAS, NV · 89117
Phone
(502) 468-9105
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2025-03-05
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $256 | — |
| GREAT WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARGI INVESTMENT SERVICES LLC | — | LOUISVILLE, KY | INVESTMENT ADVISOR | $133 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | DRESHER, PA | CONTRACT ADMIN | $285 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.