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Original filing (PDF)20250325104939NAL0014004385001
RUBY TUESDAY OPERATIONS LLC
Form 5500
FILING_RECEIVED
MORRISON RESTAURANTS, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
~193 bps in Sched C fees
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 193 bps in Schedule C fees — 271% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUBY TUESDAY OPERATIONS LLC.
Plan sponsor
Name
RUBY TUESDAY OPERATIONS LLC
EIN
86-1996189
Address
PO BOX 4069 · MARYVILLE, TN · 37802
Phone
(865) 379-5965
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-25
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | WINSTON-SALEM, NC | NONE | $34K | — |
| BANK OF AMERICA | 94-1687665 | CHICAGO, IL | NONE | $27K | — |
| LBMC, PC | 63-1199757 | KNOXVILLE, TN | NONE | $11K | — |
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.
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