Summit Restaurant Group 401(k) match, vesting and fees
What Summit Restaurant Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmullen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 415 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Summit Restaurant Group: employer contribution per participant | $1,291 | |
| Peer median | $702 |
| Summit Restaurant Group: average balance | $67,101 | |
| Peer median | $15,751 |
| Summit Restaurant Group: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.67% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.3M at the end of plan year 2021 to $8.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 788 | $8.2M | $158K | $1,291 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 897 | $7.6M | $165K | $1,365 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 859 | $6.7M | $161K | $1,286 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 837 | $5.4M | $149K | $1,203 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 900 | $6.3M | $145K | $1,026 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Summit Restaurant Group match 401(k) contributions?
The match terms for the Summit Restaurant Group Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $158K in employer contributions, about $1,291 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Summit Restaurant Group 401(k) match vested?
The vesting schedule for the Summit Restaurant Group Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Summit Restaurant Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Stancorp Financial Group. The plan administrator is Summit Restaurant Group, LLC.
I left Summit Restaurant Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Summit Restaurant Group, LLC, (816) 224-3336) or the recordkeeper, Stancorp Financial Group. The Summit Restaurant Group old 401(k) page lists the contacts from every plan filing. Find an old Summit Restaurant Group 401(k)
Data from the public Form 5500 annual reports Summit Restaurant Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Summit Restaurant Group. Not financial advice. Report a correction · Methodology