Original filing (PDF)20251015143702NAL0004855393001

RED ROOF FRANCHISING, LLC

Name: RED ROOF FRANCHISING, LLC — RED ROOF FRANCHISING, LLC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: RED ROOF FRANCHISING, LLC

Form 5500

FILING_RECEIVED

RED ROOF FRANCHISING, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

167

Accounts w/ balance

233

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RED ROOF FRANCHISING, LLC.

Plan sponsor

Name

RED ROOF FRANCHISING, LLC

EIN

20-8383703

Address

7815 WALTON PARKWAY · NEW ALBANY, OH · 43054

Phone

(614) 744-2600

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$85K	—

Investments

31 direct securities · 2 pooled funds· $20.4M(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.

Other securities

$17.6M

28 holdings

Pooled Separate Account

$1.9M

2 holdings

Common Stock

$396K

1 holding

Bonds / Notes

$336K

1 holding

U.S. Treasuries

$185K

1 holding

					% of plan
Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$3.4M	16.7%
Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$3.1M	15.4%
Vanguard 500 Index Admiral Fd Mutual Fund	Other securities	—	—	$1.4M	7.0%
Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.3M	6.3%
Am Fds 2025 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.2M	6.0%
Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.2M	5.9%
Am Fds 2020 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.1M	5.4%
PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	—	—	$946K	4.7%
PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133	Pooled Separate Account	—	—	$906K	4.5%
Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$898K	4.4%
JP Morgan Sm Cap Value R6 Fund Mutual Fund	Other securities	—	—	$759K	3.7%
Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$659K	3.3%
Vanguard Equity-Inc Adm Fund Mutual Fund	Common Stock	—	—	$396K	2.0%
Vanguard Sm Cap Index Adm Fund Mutual Fund	Other securities	—	—	$354K	1.7%
American Funds NewPrsp R6 Fnd Mutual Fund	Other securities	—	—	$336K	1.7%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$336K	1.7%
Vanguard Dev Mkts Index Adm Fd Mutual Fund	Other securities	—	—	$222K	1.1%
Vanguard Mid Cap Index Adm Fd Mutual Fund	Other securities	—	—	$219K	1.1%
Carillon Eagle MidCaGwth R6 Fd Mutual Fund	Other securities	—	—	$207K	1.0%
PIMCO Income Institutional Fd Mutual Fund	Other securities	—	—	$189K	0.9%
PGIM Total Ret Bond R6 Fd Mutual Fund	U.S. Treasuries	—	—	$185K	0.9%
Am Fds 2015 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$181K	0.9%
Dodge & Cox Global Bond X Fund Mutual Fund	Other securities	—	—	$180K	0.9%
Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$143K	0.7%
American Funds NewWorld R6 Mutual Fund	Other securities	—	—	$133K	0.7%
Am Fds 2010 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$85K	0.4%
ASSETS HELD AT END OF YEAR (E)	Other securities	—	—	$60K	0.3%
T. Rowe Price SmCp Val I Fd Mutual Fund	Other securities	—	—	$60K	0.3%
Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan	Other securities	—	$4K	$47K	0.2%
Vanguard Int-Tm Bd Idx Adm Fd Mutual Fund	Other securities	—	—	$44K	0.2%
Vanguard RE Index Adm Fund Mutual Fund	Other securities	—	—	$43K	0.2%
ASSETS HELD AT END OF YEAR (E)	Other securities	—	$85K	$21K	0.1%
Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$21K	0.1%