How big is EARL Enterprises Corporate, LLC's plan?

EARL Enterprises Corporate, LLC's plan reported $33.1M in assets and 6,561 participants for 2024.

Original filing (PDF)20260212160317NAL0000370082001

EARL Enterprises Corporate, LLC

Name: EARL Enterprises Corporate, LLC — EARL Enterprises, Form 5500 (2024)
Creator: EARL Enterprises Corporate, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EARL Enterprises Retirement Savings Plan

401(k) retirement plan · EARL Enterprises Corporate, LLC's EARL Enterprises Retirement Savings Plan held $33.1M in plan assets for 6,561 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late filing · 2.9 moLate participant contributions

Active participants

6,561

Accounts w/ balance

746

Plan assets (EOY)

$33.1M

Net assets (EOY)

$33.1M

People on this filing

Giovanni Yruela signed EARL Enterprises Corporate, LLC's 2024 Form 5500 as plan administrator.

Giovanni Yruela — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EARL Enterprises Corporate, LLC's EIN is 93-3791655.

EIN 93-3791655

Plan number 001

Plan year 2024

ACK ID 20260212160317NAL0000370082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EARL Enterprises Corporate, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EARL Enterprises Corporate, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EARL ENTERPRISES CORPORATE, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 85K (3% of contributions).
Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

EARL ENTERPRISES CORPORATE, LLC

EIN

all filings

Address

4700 MILLENIA BLVD SUITE 400 · ORLANDO, FL · 32839

Phone

(407) 903-5561

Industry

Accommodation & Food Services

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

2026-02-12

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$78K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

34 direct securities· $33.1M(100% of reported assets)

Mutual Funds

$26.4M

27 holdings

Common Collective Trusts

$3.8M

2 holdings

Other securities

$2.3M

4 holdings

Bonds / Notes

$653K

1 holding

					% of plan
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$4.1M	12.3%
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$3.8M	11.6%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$3.1M	9.3%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$2.9M	8.7%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$2.7M	8.2%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$2.7M	8.2%
JPMorgan Large Cap Growth R6	Other securities	—	—	$1.6M	4.8%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$1.5M	4.7%
Vanguard Mid Cap Index Fund - Admiral	Common Collective Trusts	—	—	$1.1M	3.3%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$1.0M	3.1%
Vanguard Treasury Money Market Inv	Mutual Funds	—	—	$767K	2.3%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$666K	2.0%
Loans to participants, interest rates ranging from * Notes receivable from participants - 4.25% - 9.50%, various maturities.	Bonds / Notes	—	—	$653K	2.0%
Dodge & Cox Stock Fund Class x	Mutual Funds	—	—	$612K	1.8%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$595K	1.8%
Vanguard Lifestrategy Moderate Growth	Mutual Funds	—	—	$551K	1.7%
Blackrock Mid-Cap Growth Equity Instl	Other securities	—	—	$545K	1.6%
American Funds Cap World G&I R6	Mutual Funds	—	—	$521K	1.6%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$457K	1.4%
Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	—	$425K	1.3%
Vanguard Windsor II Fund - Admiral	Mutual Funds	—	—	$404K	1.2%
Dodge & Cox Income Fund Class X	Mutual Funds	—	—	$395K	1.2%
Vanguard Lifestrategy Growth Inv	Mutual Funds	—	—	$382K	1.2%
MFS Mid Cap Value R6	Mutual Funds	—	—	$285K	0.9%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$245K	0.7%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$220K	0.7%
Vanguard Lifestrategy Cnserv Gr	Mutual Funds	—	—	$207K	0.6%
Dodge & Cox International Stock Fund Class X	Mutual Funds	—	—	$186K	0.6%
PIMCO Real Return Instl	Mutual Funds	—	—	$156K	0.5%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$103K	0.3%
Baird Short-Term Bond Inst	Other securities	—	—	$68K	0.2%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$64K	0.2%
Royce Small-Cap Total Return Instl	Other securities	—	—	$56K	0.2%
Vanguard Lifestrategy Income Inv	Mutual Funds	—	—	$4K	<0.1%