Back to filter
Original filing (PDF)20251015071835NAL0001964707001
CAVE ENTERPRISES OPERATIONS, LLC DBA BURGER KING
Form 5500
FILING_RECEIVED
CAVE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,022
Accounts w/ balance
212
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAVE ENTERPRISES OPERATIONS, LLC DBA BURGER KING.
Plan sponsor
Name
CAVE ENTERPRISES OPERATIONS, LLC DBA BURGER KING
EIN
20-4023518
Address
1624 W 18TH ST · CHICAGO, IL · 60608
Phone
(773) 294-5344
Industry
Accommodation & Food Servicessee all
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INS AGCY LLC | — | SPRINGFIELD, MA | FINANCIAL ADVISOR | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | VANCOUVER, WA | THIRD PARTY ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $0 | — |
Investments
34 direct securities · 1 pooled fund· $14.5M(100% 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.
Pooled Separate Account
$7.2M
1 holding
Uncategorized
$7.2M
33 holdings
Pooled Separate Accounts
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $7.2M | 99.9% | |
| Company * Lincoln National Life Insurance YourPath Passive 2025 Aggressive N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2030 Conservative N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2030 Moderate N/R | — | — | — | $1.5M | 20.4% | |
| Company * Lincoln National Life Insurance YourPath Passive 2030 Aggressive N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2035 Conservative N/R 853 Company * Lincoln National Life Insurance YourPath Passive 2035 Moderate N/R | — | — | — | $1.2M | 17.1% | |
| Company * Lincoln National Life Insurance YourPath Passive 2035 Aggressive N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2040 Conservative N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2040 Moderate N/R | — | — | — | $1.1M | 15.1% | |
| Company * Lincoln National Life Insurance YourPath Passive 2050 Conservative N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2050 Moderate N/R | — | — | — | $845K | 11.7% | |
| Company * Lincoln National Life Insurance YourPath Passive 2055 Conservative N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2055 Moderate N/R | — | — | — | $328K | 4.5% | |
| Lincoln National Life Insurance YourPath Passive 2025 Moderate N/R | — | — | — | $297K | 4.1% | |
| Company * Lincoln National Life Insurance YourPath Passive 2040 Aggressive N/R 13 Company * Lincoln National Life Insurance YourPath Passive 2045 Conservative N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2045 Moderate N/R | — | — | — | $281K | 3.9% | |
| Company * Lincoln National Life Insurance Vanguard Total World Stock Index N/R 160 Company * Lincoln National Life Insurance Vanguard 500 Index N/R | — | — | — | $241K | 3.3% | |
| Company Strategy * Lincoln National Life Insurance PIMCO International Bond N/R 11 Company * Lincoln National Life Insurance SS Russell Large Cap Growth Index N/R | — | — | — | $206K | 2.8% | |
| Company * Lincoln National Life Insurance YourPath Passive 2020 Conservative N/R 11 Company * Lincoln National Life Insurance YourPath Passive 2020 Moderate N/R | — | — | — | $183K | 2.5% | |
| Lincoln National Life Insurance YourPath Passive 2055 Aggressive N/R 13 Company * Lincoln National Life Insurance YourPath Passive 2060 Conservative N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2060 Moderate N/R | — | — | — | $151K | 2.1% | |
| Company * Lincoln National Life Insurance YourPath Passive 2050 Aggressive N/R | — | — | — | $119K | 1.6% | |
| Company * Lincoln National Life Insurance YourPath Passive 2045 Aggressive N/R | — | — | — | $117K | 1.6% | |
| Company * Lincoln National Life Insurance Vanguard Developed Markets Index N/R | — | — | — | $75K | 1.0% | |
| Company of America * Lincoln National Life Insurance Baird Aggregate Bond Inst N/R | — | — | — | $66K | 0.9% | |
| Company Index * Lincoln National Life Insurance Vanguard High Yield Corporate N/R | — | — | — | $66K | 0.9% | |
| Company * Lincoln National Life Insurance Vanguard Mid-Cap Value Index N/R | — | — | — | $60K | 0.8% | |
| Company * Lincoln National Life Insurance Vanguard Value Index N/R | — | — | — | $56K | 0.8% | |
| Company and Income * Lincoln National Life Insurance American Funds Investment Company N/R | — | — | — | $55K | 0.8% | |
| Company Aggressive * Lincoln National Life Insurance Baird Core Plus Bond Inst N/R | — | — | — | $51K | 0.7% | |
| Company * Lincoln National Life Insurance SS Russell Small Cap Growth Index N/R | — | — | — | $50K | 0.7% | |
| Company * Lincoln National Life Insurance Vanguard LifeStrategy Moderate N/R 12 Company Growth * Lincoln National Life Insurance Vanguard Mid-Cap Growth Index N/R | — | — | — | $43K | 0.6% | |
| Company * Lincoln National Life Insurance SS Russell Small Cap Value Index N/R | — | — | — | $29K | 0.4% | |
| Company * Lincoln National Life Insurance YourPath Passive 2060 Aggressive N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2065 Conservative N/R 12 Company * Lincoln National Life Insurance YourPath Passive 2065 Moderate N/R | — | — | — | $29K | 0.4% | |
| Company * Lincoln National Life Insurance YourPath Passive 2065 Aggressive N/R 544 Company * Lincoln National Life Insurance YourPath Passive Retirement Income N/R 24 Company Conservative * Lincoln National Life Insurance YourPath Passive Retirement Income N/R | — | — | — | $17K | 0.2% | |
| Company Moderate * Lincoln National Life Insurance YourPath Passive Retirement Income N/R | — | — | — | $15K | 0.2% | |
| Company * Lincoln National Life Insurance Vanguard Inflation-Protected Securities N/R 786 Company * Lincoln National Life Insurance Vanguard International Growth N/R | — | — | — | $14K | 0.2% | |
| Company * Lincoln National Life Insurance YourPath Passive 2010 Moderate N/R | — | — | — | $11K | 0.2% | |
| Company * Lincoln National Life Insurance Vanguard Emerging Markets Stock N/R | — | — | — | $8K | 0.1% | |
| Unallocated Contract * Lincoln National Life Insurance Guaranteed Stable Value Fund N/R | — | — | — | $8K | 0.1% | |
| Company * Lincoln National Life Insurance PIMCO Commodity Real Return N/R | — | — | — | $6K | <0.1% | |
| s * Lincoln National Life Insurance American Funds International Growth N/R | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Company * Lincoln National Life Insurance YourPath Passive 2010 Aggressive N/R | — | — | — | $3K | <0.1% | |
| Lincoln National Life Insurance Vanguard REIT Index N/R | — | — | — | $2K | <0.1% |
Related plans
Similar-size Accommodation & Food Services plans
JANJER ENTERPRISES, INC.
JANJER ENTERPRISES, INC. 401(K) PLAN
$7.3M · 2,002 participants
THE SAXTON GROUP, LLC
THE SAXTON GROUP 401(K) PLAN
$7.3M · 1,963 participants
GREAT AMERICAN DONUT, INC.
GREAT AMERICAN DONUT, INC. 401(K) PLAN
$7.2M · 293 participants
PBHK, INC.
PBHK, INC. RETIREMENT PLAN
$7.1M · 431 participants
ASSOCIATED RESTAURANTS SERVICING, INC.
ASSOCIATED RESTAURANTS SERVICING, INC. 401K RETIREMENT PLAN
$7.4M · 189 participants
ACR RESTAURANTS, INC.
ACR RESTAURANTS, INC. 401(K) PROFIT SHARING PLAN
$7.0M · 74 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B