How big is Red Lobster Restaurants, LLC's plan?

Red Lobster Restaurants, LLC's plan reported $238.8M in assets and 18,778 participants for 2024.

Original filing (PDF)20251014123212NAL0003938576001

Red Lobster Restaurants, LLC

Name: Red Lobster Restaurants, LLC — Red Lobster 401(k), Form 5500 (2024)
Creator: Red Lobster Restaurants, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Red Lobster 401(k) Plan

401(k) retirement plan · Red Lobster Restaurants, LLC's Red Lobster 401(k) Plan held $238.8M in plan assets for 18,778 participants in 2024, with Principal as recordkeeper.

Signals · 2

Late participant contributions84% in single holding

Active participants

18,778

Accounts w/ balance

833

Plan assets (EOY)

$238.8M

Net assets (EOY)

$238.8M

People on this filing

Stacie Linne signed Red Lobster Restaurants, LLC's 2024 Form 5500 as plan administrator.

Stacie Linne — 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

Red Lobster Restaurants, LLC's EIN is 99-4248027.

EIN 99-4248027

Plan number 001

Plan year 2024

ACK ID 20251014123212NAL0003938576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Red Lobster Restaurants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Red Lobster Restaurants, 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 RED LOBSTER RESTAURANTS, LLC.

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How this plan invests

This plan

13 pooled trusts

Schedule D

1 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

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Total administrative cost in the bottom quartile of peers (25th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High average account balance (87th percentile).

Plan sponsor

Name

RED LOBSTER RESTAURANTS, LLC

EIN

all filings

Address

450 S ORANGE AVE, SUITE 800 · ORLANDO, FL · 328013344

Phone

(407) 245-5009

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

2025-10-14

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)

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$523K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDELMAN FINANCIAL ENGINES, LLC	94-3250323	—	INV ADV, PARTICIPANTS	$70K	—

Investments

1 direct security · 13 pooled funds· $25.2M(11% 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.

Common Collective Trust

$21.3M

13 holdings

Bonds / Notes

$4.0M

1 holding

					% of plan
PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$21.3M	8.9%
Participants Notes Receivable from Participants Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$4.0M	1.7%
VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001	Common Collective Trust	—	—	$0	<0.1%