Peter Kardys signed Wenesco Restaurant Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wenesco Restaurant Systems Inc.'s EIN is 22-2854376.
Download the official 2024 Form 5500 (PDF) for Wenesco Restaurant Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wenesco Restaurant Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OMNI 360 WEALTH INC | 22-3436692 | PLAINSBORO, NJ | ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund Cl | Mutual Funds | — | $879K | $1.0M | 14.5% | |
| R6 Vanguard Money Market Fund Investor | Mutual Funds | — | $863K | $863K | 12.3% | |
| Shares Virtus Zevenbergen Technology | Other securities | — | $617K | $760K | 10.8% | |
| Shares Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | $319K | $622K | 8.9% | |
| Class A PGIM Jennison Growth Fund- Class R6 | Other securities | — | $346K | $467K | 6.6% | |
| American Funds 2040 Target Date Ret. R6 | Mutual Funds | — | $250K | $278K | 4.0% | |
| American Funds The Growth Fund of America | Mutual Funds | — | $219K | $277K | 3.9% | |
| Receivables | Other securities | — | $189K | $189K | 2.7% | |
| Cl R6 American Funds American Mutual Fund Cl R6 | Mutual Funds | — | $152K | $186K | 2.7% | |
| American Funds Washington Mutual Inv Fd Cl | Mutual Funds | — | $152K | $180K | 2.6% | |
| Moderate Fund Cl A Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | $145K | $178K | 2.5% | |
| R6 Vanguard Value Index Fund Admiral | Common Collective Trusts | — | $106K | $153K | 2.2% | |
| Admiral Sh American Funds 2035 Target Date Ret. R6 | Mutual Funds | — | $130K | $139K | 2.0% | |
| American Funds Capital World Bond Fund Cl | Mutual Funds | — | $140K | $124K | 1.8% | |
| American Funds 2055 Target Date Ret. R6 | Mutual Funds | — | $105K | $119K | 1.7% | |
| American Funds 2030 Target Date Ret. R6 | Mutual Funds | — | $96K | $106K | 1.5% | |
| Sh American Funds 2020 Target Date Ret. R6 | Mutual Funds | — | $90K | $96K | 1.4% | |
| Fd Inv Sh Vanguard Mid-Cap Growth Index Fd | Mutual Funds | — | $69K | $94K | 1.3% | |
| R-3 American Funds 2065 Target Date Ret. R6 | Mutual Funds | — | $81K | $90K | 1.3% | |
| Vanguard LifeStrategy Conserv. Growth | Mutual Funds | — | $90K | $88K | 1.3% | |
| American Funds AMCAP Fund Class R6 | Mutual Funds | — | $68K | $79K | 1.1% | |
| Securities Fd Cl R6 American Funds 2025 Target Date Ret. R6 | Mutual Funds | — | $72K | $76K | 1.1% | |
| American Funds 2060 Target Date Ret. R6 | Mutual Funds | — | $67K | $74K | 1.1% | |
| Eaton Vance Large-Cap Value Fund Cl A | Common Stocks | — | $59K | $70K | 1.0% | |
| Vanguard Small-Cap Value Index Fd | Mutual Funds | — | $54K | $68K | 1.0% | |
| DWS Financial RREEF Real Estate | Other securities | — | $57K | $56K | 0.8% | |
| Vanguard LifeStrategy Income Fund Inv | Mutual Funds | — | $58K | $56K | 0.8% | |
| Fd R3 Vanguard Life Strategy Growth Fund | Mutual Funds | — | $45K | $53K | 0.8% | |
| Fund Admiral Sh BlackRock Global Allocation Fund, Inc. | Common Stocks | — | $51K | $50K | 0.7% | |
| R6 American Funds 2050 Target Date Ret. R6 | Mutual Funds | — | $41K | $45K | 0.6% | |
| Vanguard Short -Term Federal Fund | Mutual Funds | — | $38K | $37K | 0.5% | |
| Cl K Franklin Mutual Beacon Fund Class R6 | Mutual Funds | — | $34K | $34K | 0.5% | |
| American Funds 2045 Target Date Ret. R6 | Mutual Funds | — | $27K | $30K | 0.4% | |
| Class R3 John Hancock Income Fund Cl A | Common Stocks | — | $29K | $28K | 0.4% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | $23K | $27K | 0.4% | |
| America Class R3 American Funds High Income Trust Cl R3 | Mutual Funds | — | $26K | $26K | 0.4% | |
| American Century Small Company Fund I Class | Common Stocks | — | $22K | $24K | 0.3% | |
| American Funds Capital Income Builder Cl R3 | Mutual Funds | — | $21K | $23K | 0.3% | |
| Various - | Other securities | — | — | $18K | 0.3% | |
| American Funds The Bond Fund of America | Mutual Funds | — | $13K | $14K | 0.2% | |
| John Hancock Fds II Multimgr Lifestyle | Other securities | — | $14K | $14K | 0.2% | |
| American Funds Capital World Growth and Inc | Mutual Funds | — | $11K | $13K | 0.2% | |
| Cl R-6 American Funds The Bond Fd of America Cl | Mutual Funds | — | $15K | $12K | 0.2% | |
| Shares Nationwide Investor Destinations | Other securities | — | $12K | $11K | 0.2% | |
| Admiral Sh John Hancock JH III US Growth Fund Class | Other securities | — | $9K | $11K | 0.2% | |
| Admiral Sh American Funds New Perspective Fund Cl R3 | Mutual Funds | — | $8K | $9K | 0.1% | |
| Investor Sh John Hancock Fds II Multimanager Lifestyle | Other securities | — | $7K | $8K | 0.1% | |
| Lifestyle Moderate Portfolio Cl A Lord Abbett Mid Cap Stock Fund Class A | Mutual Funds | — | $6K | $8K | 0.1% | |
| Growth A John Hancock Funds II Multimanager | Other securities | — | $6K | $6K | <0.1% | |
| Investor Sh American Funds Intermediate Bond Fund of | Mutual Funds | — | $5K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
