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HERITAGE RESTAURANT MANAGEMENT GROUP LLC

HERITAGE RESTAURANT GROUP 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

68filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$702

Reported employer contributions per active participant.

Higher than about 58% of comparable plans
#People in the filing
122

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$7 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 94% of comparable plans
↗Investment performance
Not available

Plan assets changed 346.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202468out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions58th percentileTypical peer $592 · based on 271 comparable plans
Lower reported administrative expense94th percentileTypical peer $74 · based on 306 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HERITAGE RESTAURANT MANAGEMENT GROUP LLC reported $85,667 in employer contributions across the plan and 122 active participants. That works out to $702 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy58%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 303.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendNot enough history

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context68/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$85,667
Participant contributions
$184,411
Other contributions
Not reported
Employer share of reported contributions
31.7%
Beginning assets
$79,841
Ending assets
$356,146
Ending net assets
$356,146
Ending liabilities
$0
Total income
$293,237
Total expenses
$16,932
Administrative expenses
$1,032
Participant loans
Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2023
$174
2024
$702
Plan-paid administrative expenses per participant
2023
$0
2024
$7
Active participants
2023
141
2024
122
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$702122356.1K20251009084647NAL0006702609001
2023$17414179.8K20241223151714NAL0005925043001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
Not stated in the filing
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
455571856-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2023
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2S2T3H

Current plan terms

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Filing ACK_ID20251009084647NAL0006702609001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗