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Original filing (PDF)20251002050316NAL0000091283001
WP6 RESTAURANT MGT. GROUP, LLC
Form 5500
FILING_RECEIVED
WOLFGANG PUCK GROUP 401(K) PLAN
401(k) retirement plan
Active participants
749
Accounts w/ balance
370
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WP6 RESTAURANT MGT. GROUP, LLC.
Plan sponsor
Name
WP6 RESTAURANT MGT. GROUP, LLC
EIN
88-0515744
Address
955 KELLY JOHNSON DRIVE · LAS VEGAS, NV · 89118
Phone
(702) 463-5638
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $61K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $16.0M(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.
Registered Investment Companies
$15.6M
29 holdings
Common Collective Trust
$456K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $2.7M | 16.7% | |
| BNYM S&P 500 INDEX FUND | Registered Investment Companies | — | — | $1.6M | 10.1% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $1.5M | 9.2% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $1.4M | 8.9% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $1.4M | 8.7% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $1.3M | 8.2% | |
| T. ROWE PRICE BLUE CHIP GR-ADV | Registered Investment Companies | — | — | $656K | 4.1% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $559K | 3.5% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $503K | 3.1% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $474K | 3.0% | |
| METLIFE REL ST VAL 25053 - 50 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $456K | 2.8% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $444K | 2.8% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $432K | 2.7% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $415K | 2.6% | |
| COLUMBIA DIVIDEND INCOME I2 | Registered Investment Companies | — | — | $328K | 2.0% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $311K | 1.9% | |
| BNY MELLON MIDCAP INDEX INV | Registered Investment Companies | — | — | $273K | 1.7% | |
| MORGAN STANLEY INTL ADV PORT I | Registered Investment Companies | — | — | $227K | 1.4% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $155K | 1.0% | |
| JPMORGAN SMALL CAP GROWTH R3 | Registered Investment Companies | — | — | $147K | 0.9% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $134K | 0.8% | |
| BNYM SMALLCAP STOCK INDEX I | Registered Investment Companies | — | — | $129K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $105K | 0.7% | |
| BLACKROCK HIGH YIELD SVC | Registered Investment Companies | — | — | $100K | 0.6% | |
| VIRTUS NFJ MID-CAP VALUE INST | Registered Investment Companies | — | — | $87K | 0.5% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $63K | 0.4% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $53K | 0.3% | |
| COLUMBIA STRATEGIC INCOME I2 | Registered Investment Companies | — | — | $44K | 0.3% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $4K | <0.1% | |
| T. ROWE PRICE RET 2005 - ADV | Registered Investment Companies | — | — | $1K | <0.1% |
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