Employers › OSI Restaurant Partners
Recordkeeping fees per participant · OSI Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust · plan year 2024
$29.33
Higher than 24% of the 5,847 plans $50 to 250M that report it.
= $131,724 / 4,491
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250822112717NAL0005247569001, received 2025-08-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822112717NAL0005247569001, received 2025-08-22
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-22.
Administrative expenses excluding investment management, per participant
$35.57
Higher than 19% of the 8,758 plans $50 to 250M that report it.
= $159,726 / 4,491
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250822112717NAL0005247569001, received 2025-08-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822112717NAL0005247569001, received 2025-08-22
Administrative expenses per participant
$57.91
Higher than 19% of the 9,042 plans $50 to 250M that report it.
= $260,068 / 4,491
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250822112717NAL0005247569001, received 2025-08-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822112717NAL0005247569001, received 2025-08-22
Administrative expenses as a share of assets
0.133%
Higher than 49% of the 9,049 plans $50 to 250M that report it.
= $260,068 / $194,898,851
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250822112717NAL0005247569001, received 2025-08-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250822112717NAL0005247569001, received 2025-08-22
Employer contributions per participant
$1,269
Higher than 15% of the 9,105 plans $50 to 250M that report it.
= $5,701,160 / 4,491
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250822112717NAL0005247569001, received 2025-08-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822112717NAL0005247569001, received 2025-08-22
Employer share of total contributions
31.5%
Higher than 57% of the 9,112 plans $50 to 250M that report it.
= $5,701,160 / $18,120,893
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250822112717NAL0005247569001, received 2025-08-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250822112717NAL0005247569001, received 2025-08-22
Plan terms are described in OSI Restaurant Partners, LLC's SEC filings: Form 11-K filed 2006-06-29 and Form 10-K filed 2012-03-30. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250822112717NAL0005247569001, received 2025-08-22
| Field | Value | Source |
|---|---|---|
| Plan sponsor | OSI RESTAURANT PARTNERS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Plan name | OSI RESTAURANT PARTNERS, LLC SALARIED EMPLOYEES 401(K) PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Sponsor EIN / plan number | 59-3061413 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Sponsor location | TAMPA, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Industry (business code) | 722511, Accommodation and food services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Filing received | 2025-08-22 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Participants, beginning of year | 6,314 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Active participants | 4,894 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Participants, end of year | 6,319 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Participants with an account balance | 4,491 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Total assets, beginning of year | $176,866,901 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Total assets, end of year | $194,898,851 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Net assets, end of year | $194,870,849 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Total income | $42,303,612 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Net income | $18,029,148 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Employer contributions | $5,701,160 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Participant contributions | $11,746,403 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Other contributions (incl. rollovers) | $673,330 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Total contributions | $18,120,893 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Benefit payments | $23,962,733 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Total expenses (incl. benefit payments) | $24,274,464 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Total administrative expenses | $260,068 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Recordkeeping fees | $131,724 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| IQPA audit fees | $28,002 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Investment advisory and management fees | $100,342 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Administrative expenses excluding investment management | $159,726 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Held in common/collective trusts | $10,393,105 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Held in mutual funds | $171,478,976 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250822112717NAL0005247569001, received 2025-08-22 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250822112717NAL0005247569001, received 2025-08-22 |
Position = column in the DOL layout for form year 2024. Filing 20250822112717NAL0005247569001, received 2025-08-22.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $131,724 | yes |
| CAPFINANCIAL PARTNERS, LLC. | ACCOUNTANT/AUDITOR | 27 Investment advisory (plan) | $69,065 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $31,277 | no |
| CBIZ CPAS P.C. | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $25,200 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250822112717NAL0005247569001, received 2025-08-22.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $176,866,901 | $194,898,851 | 10.2% |
| Participants with a balance | 4,608 | 4,491 | -2.5% |
| Administrative expenses | $217,186 | $260,068 | 19.7% |
| Recordkeeping fees per participant | $27.90 | $29.33 | 5.1% |
| Employer contributions | $5,627,556 | $5,701,160 | 1.3% |
Prior filing 20241003160242NAL0018151120001, received 2024-10-03; the plan years are contiguous.
Sponsor name as filed: OSI RESTAURANT PARTNERS, LLC; SEC registrant: OSI RESTAURANT PARTNERS, LLC (CIK 874691, matched by EIN).