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Original filing (PDF)20251003140525NAL0002437568001
FIESTA RESTAURANT GROUP, INC.
Form 5500
FILING_RECEIVED
FIESTA RESTAURANT GROUP, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
2,881
Accounts w/ balance
463
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
- Only 16% 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 FIESTA RESTAURANT GROUP, INC..
Plan sponsor
Name
FIESTA RESTAURANT GROUP, INC.
EIN
90-0172224
Address
7255 CORPORATE CENTER DR., SUITE C · MIAMI, FL · 33126
Phone
(305) 671-1264
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
2025-10-03
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)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNU.INSUR CO. OF AMERICA | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES,INC | — | NEWYORK, NY | CONTRACT ADMIN | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 22-3723965 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
22 direct securities· $14.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower NUVEEN LIFECYCLE INDEX 2040 R6 | — | — | — | $1.6M | 11.3% | |
| Empower NUVEEN LIFECYCLE INDEX 2035 R6 | — | — | — | $1.6M | 11.2% | |
| Empower NUVEEN LIFECYCLE INDEX 2030 R6 | — | — | — | $1.4M | 9.5% | |
| Empower FIDELITY 500 INDEX | — | — | — | $1.3M | 9.1% | |
| Empower NUVEEN LIFECYCLE INDEX 2045 R6 | — | — | — | $928K | 6.5% | |
| Empower NUVEEN LIFECYCLE INDEX 2025 R6 | — | — | — | $905K | 6.3% | |
| Empower NUVEEN LIFECYCLE INDEX 2020 R6 | — | — | — | $874K | 6.1% | |
| Empower VANGUARD GROWTH INDEX ADM | — | — | — | $865K | 6.1% | |
| Empower VANGUARD VALUE INDEX ADM | — | — | — | $679K | 4.8% | |
| Empower EI FIXED ACCOUNT - SERIES CLAS | — | — | — | $676K | 4.7% | |
| Empower NUVEEN LIFECYCLE INDEX 2050 R6 | — | — | — | $563K | 3.9% | |
| Empower NUVEEN LIFECYCLE INDEX 2055 R6 | — | — | — | $482K | 3.4% | |
| Empower FIDELITY INTERNATIONAL INDEX | — | — | — | $474K | 3.3% | |
| Empower VANGUARD MID-CAP GROWTH INDEX | — | — | — | $359K | 2.5% | |
| Empower Participant Loans | — | — | — | $332K | 2.3% | |
| Empower NUVEEN LIFECYCLE INDEX RETIREM | — | — | — | $221K | 1.5% | |
| Empower NUVEEN LIFECYCLE INDEX 2060 R6 | — | — | — | $214K | 1.5% | |
| Empower FIDELITY SMALL CAP INDEX | — | — | — | $150K | 1.0% | |
| Empower FIDELITY ADVISOR GOVERNMENT IN | — | — | — | $138K | 1.0% | |
| Empower PGIM TOTAL RETURN BOND R6 | — | — | — | $109K | 0.8% | |
| Empower MFS INTL DIVERSIFICATION R6 | — | — | — | $92K | 0.6% | |
| Empower PGIM GLOBAL REAL ESTATE R6 | — | — | — | $31K | 0.2% |