Plan Ledger DOL Form 5500 · updated monthly

Osi Restaurant Partners, LLC401(k)

OSI RESTAURANT PARTNERS, LLC SALARIED EMPLOYEES 401(K) PLAN AND TRUST · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Osi Restaurant Partners, LLC reported $260,068 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,165 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 185th-largest of 3,644 plans among Florida employers on file, and the 51st of 2,240 in accommodation & food services. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$194,870,849
Participants with balances4,491
Active participants4,894
Employer contributions$5,701,160
Employee contributions$11,746,403
Employer contribution per active participant$1,165
Average account balance$43,391
Benefits paid to participants$23,962,733
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$194.9M · 4,491 accts · $5.7M emplr
2023$176.8M · 4,608 accts · $5.6M emplr
2022$152.0M · 4,805 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$131,724
Investment management$100,342
Audit (IQPA)$28,002
Total administrative$260,068
The Osi Restaurant Partners, LLC 401(k) match · 2024
Employer contribution per active participant$1,165
Median for plans this size$3,635
2024$1,165 per active participant
2023$1,176 per active participant
2022$1,226 per active participant

Osi Restaurant Partners, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$131,724
CAPFINANCIAL PARTNERS, LLC. · Investment advisory (plan)$69,065
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$31,277
CBIZ CPAS P.C. · Accounting / audit$25,200

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$260,068 · 0.14%
2023$217,186 · 0.13%
2022$264,384 · 0.16%
Same employer
Similar plansAccommodation & Food Services · Florida
Red Lobster Management LLC FL$257.4M · 0.22%
Red Lobster Restaurants, LLC FL$238.8M · 0.23%
Flagler System, Inc. FL$214.3M · 0.10%
Rosen Hotels & Resorts, Inc. FL$100.6M · 0.37%
Unique Vacations, Inc. FL$45.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593061413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.