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Original filing (PDF)20250930131056NAL0013247200001
PANDA RESTAURANT GROUP, INC.
Form 5500
FILING_RECEIVED
PANDA RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
56,227
Accounts w/ balance
14,632
Plan assets (EOY)
$609.8M
Net assets (EOY)
$609.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 14 bps in Schedule C fees — 139% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Only 26% 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 PANDA RESTAURANT GROUP, INC..
Plan sponsor
Name
PANDA RESTAURANT GROUP, INC.
EIN
95-4065005
Address
1683 WALNUT GROVE AVE · ROSEMEAD, CA · 91770
Phone
(626) 799-9898
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $863K | — |
| CLIFTON LARSON ALLEN LLP | — | MIDDLETON, WI | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $912 | — |
Investments
28 direct securities · 1 pooled fund· $609.8M(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
$584.7M
28 holdings
Common Collective Trust
$25.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $90.4M | 14.8% | |
| T. Rowe Price Capital Appreciation | — | — | — | $52.0M | 8.5% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $33.5M | 5.5% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $32.1M | 5.3% | |
| T. Rowe Price Self-Directed Accounts | — | — | — | $31.6M | 5.2% | |
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $30.7M | 5.0% | |
| American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $30.1M | 4.9% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $30.0M | 4.9% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $29.5M | 4.8% | |
| Fidelity Extended Market Index Fund | — | — | — | $27.3M | 4.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $25.1M | 4.1% | |
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $24.7M | 4.1% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $23.6M | 3.9% | |
| Participants Participant Loans Interest Rates at 4.25% - 9.50% - | — | — | — | $22.5M | 3.7% | |
| Vanguard Equity Income Adm | — | — | — | $21.7M | 3.6% | |
| MFS International Diversification Fund R6 | — | — | — | $16.2M | 2.7% | |
| Pimco Income Fund Inst Class | — | — | — | $14.7M | 2.4% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $13.3M | 2.2% | |
| Undiscovered Managers Behavioral Val R6 | — | — | — | $13.2M | 2.2% | |
| Principal Real Estate Securities Fund R-6 | — | — | — | $9.5M | 1.6% | |
| MassMutual Small Cap GR EQ I | — | — | — | $8.5M | 1.4% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $7.3M | 1.2% | |
| Metropolitan West Total Return Bond Fund Class M | — | — | — | $7.2M | 1.2% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $5.2M | 0.9% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $3.2M | 0.5% | |
| Fidelity US Bond Index Fund | — | — | — | $2.9M | 0.5% | |
| American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $2.7M | 0.4% | |
| American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $796K | 0.1% | |
| T. Rowe Price Government Money Market | — | — | — | $198K | <0.1% |
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