Back to filter
Original filing (PDF)20251010121238NAL0013078160001
FOX RESTAURANT CONCEPTS, LLC
Form 5500
FILING_RECEIVED
FOX RESTAURANT CONCEPTS 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
125
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOX RESTAURANT CONCEPTS, LLC.
Plan sponsor
Name
FOX RESTAURANT CONCEPTS, LLC
EIN
86-0992919
Address
4455 E CAMELBACK ROAD STE B100 · PHOENIX, AZ · 850182874
Phone
(480) 905-6920
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BEACH FLEISCHMAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Investments
23 direct securities · 1 pooled fund· $5.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.4M
23 holdings
Common Collective Trust
$107K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group VANG TARGET RET 2050 | — | — | — | $1.1M | 19.2% | |
| The Vanguard Group VANG TARGET RET 2045 | — | — | — | $962K | 17.3% | |
| The Vanguard Group VANG TARGET RET 2055 | — | — | — | $936K | 16.9% | |
| The Vanguard Group VANG TARGET RET 2040 | — | — | — | $666K | 12.0% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $403K | 7.3% | |
| The Vanguard Group VANG TARGET RET 2060 | — | — | — | $343K | 6.2% | |
| The Vanguard Group VANG TARGET RET 2035 | — | — | — | $207K | 3.7% | |
| JP Morgan Chase JPM LG CAP GROWTH R6 | — | — | — | $196K | 3.5% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $175K | 3.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $107K | 1.9% | |
| JP Morgan Chase JPM SM CAP GROWTH R6 | — | — | — | $107K | 1.9% | |
| Blackrock BLKRK LP IDX RTMT K 198 Capital Group Companies AF AMER MUTUAL R6 | — | — | — | $82K | 1.5% | |
| The Vanguard Group VANG INTL GROWTH ADM | — | — | — | $63K | 1.1% | |
| Dimensional Fund Advisors DFA EMERGING MKTS I | — | — | — | $57K | 1.0% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $50K | 0.9% | |
| Fidelity Investments FID TOTAL INTL IDX | — | — | — | $45K | 0.8% | |
| The Vanguard Group VANG TARGET RET 2025 | — | — | — | $20K | 0.4% | |
| The Vanguard Group VANG TARGET RET 2030 | — | — | — | $20K | 0.4% | |
| Dodge & Cox DODGE & COX INCOME I | — | — | — | $12K | 0.2% | |
| Participant Loans Participant loans, interest rates ranging from 5.25% to 0 | — | — | — | $10K | 0.2% | |
| Dimensional Fund Advisors DFA REAL EST SEC I | — | — | — | $7K | 0.1% | |
| Victory Funds VI SM-CAP VAL R6 | — | — | — | $4K | <0.1% | |
| The Vanguard Group VANG TARGET RET 2065 | — | — | — | $2K | <0.1% | |
| PGIM HIGH YIELD R6 | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Accommodation & Food Services plans
BEN'S RESTAURANT GROUP, INC
BEN'S RESTAURANT GROUP RETIREMENT SAVINGS PLAN
$5.5M · 168 participants
BLUE PLATE RESTAURANT COMPANY, INC.
BLUE PLATE 401(K) PLAN
$5.6M · 355 participants
MONTGOMERY INN, INC.
MONTGOMERY INN, INC. PROFIT SHARING PLAN
$5.5M · 106 participants
PRADO ENTERPRISES, INC.
PRADO ENTERPRISES, INC. 401(K) PLAN
$5.5M · 754 participants
NANDO'S RESTAURANT GROUP, INC.
NANDO'S 401(K) RETIREMENT PLAN
$5.4M · 1,451 participants
MJPT II & ASSOCIATES, LTD.
MCDONALD'S FRANCHISEE 401(K) PLAN
$5.7M · 174 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants