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Original filing (PDF)20251015110855NAL0008894066001
WENESCO RESTAURANT SYSTEMS INC
Form 5500
FILING_RECEIVED
WENESCO RESTAURANT SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
391
Accounts w/ balance
287
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WENESCO RESTAURANT SYSTEMS INC.
Plan sponsor
Name
WENESCO RESTAURANT SYSTEMS INC
EIN
22-2854376
Address
920 SYLVAN AVE STE 120 · ENGLEWOOD CLIFFS, NJ · 076323323
Phone
(201) 567-4900
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CAMACHO & CAMACHO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OMNI 360 WEALTH INC | 22-3436692 | PLAINSBORO, NJ | ADVISOR | $13K | — |
Investments
55 direct securities· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund Cl | — | — | $879K | $1.0M | 14.5% | |
| R6 Vanguard Money Market Fund Investor | — | — | $863K | $863K | 12.3% | |
| Shares Virtus Zevenbergen Technology | — | — | $617K | $760K | 10.8% | |
| Shares Vanguard Growth Index Fund Admiral | — | — | $319K | $622K | 8.9% | |
| Class A PGIM Jennison Growth Fund- Class R6 | — | — | $346K | $467K | 6.6% | |
| American Funds 2040 Target Date Ret. R6 | — | — | $250K | $278K | 4.0% | |
| American Funds The Growth Fund of America | — | — | $219K | $277K | 3.9% | |
| Receivables | — | — | $189K | $189K | 2.7% | |
| Cl R6 American Funds American Mutual Fund Cl R6 | — | — | $152K | $186K | 2.7% | |
| American Funds Washington Mutual Inv Fd Cl | — | — | $152K | $180K | 2.6% | |
| Moderate Fund Cl A Vanguard Mid-Cap Value Index Fund | — | — | $145K | $178K | 2.5% | |
| R6 Vanguard Value Index Fund Admiral | — | — | $106K | $153K | 2.2% | |
| Admiral Sh American Funds 2035 Target Date Ret. R6 | — | — | $130K | $139K | 2.0% | |
| American Funds Capital World Bond Fund Cl | — | — | $140K | $124K | 1.8% | |
| American Funds 2055 Target Date Ret. R6 | — | — | $105K | $119K | 1.7% | |
| American Funds 2030 Target Date Ret. R6 | — | — | $96K | $106K | 1.5% | |
| Sh American Funds 2020 Target Date Ret. R6 | — | — | $90K | $96K | 1.4% | |
| Fd Inv Sh Vanguard Mid-Cap Growth Index Fd | — | — | $69K | $94K | 1.3% | |
| R-3 American Funds 2065 Target Date Ret. R6 | — | — | $81K | $90K | 1.3% | |
| Vanguard LifeStrategy Conserv. Growth | — | — | $90K | $88K | 1.3% | |
| American Funds AMCAP Fund Class R6 | — | — | $68K | $79K | 1.1% | |
| Securities Fd Cl R6 American Funds 2025 Target Date Ret. R6 | — | — | $72K | $76K | 1.1% | |
| American Funds 2060 Target Date Ret. R6 | — | — | $67K | $74K | 1.1% | |
| Eaton Vance Large-Cap Value Fund Cl A | — | — | $59K | $70K | 1.0% | |
| Vanguard Small-Cap Value Index Fd | — | — | $54K | $68K | 1.0% | |
| DWS Financial RREEF Real Estate | — | — | $57K | $56K | 0.8% | |
| Vanguard LifeStrategy Income Fund Inv | — | — | $58K | $56K | 0.8% | |
| Fd R3 Vanguard Life Strategy Growth Fund | — | — | $45K | $53K | 0.8% | |
| Fund Admiral Sh BlackRock Global Allocation Fund, Inc. | — | — | $51K | $50K | 0.7% | |
| R6 American Funds 2050 Target Date Ret. R6 | — | — | $41K | $45K | 0.6% | |
| Vanguard Short -Term Federal Fund | — | — | $38K | $37K | 0.5% | |
| Cl K Franklin Mutual Beacon Fund Class R6 | — | — | $34K | $34K | 0.5% | |
| American Funds 2045 Target Date Ret. R6 | — | — | $27K | $30K | 0.4% | |
| Class R3 John Hancock Income Fund Cl A | — | — | $29K | $28K | 0.4% | |
| Vanguard Small Cap Growth Index | — | — | $23K | $27K | 0.4% | |
| America Class R3 American Funds High Income Trust Cl R3 | — | — | $26K | $26K | 0.4% | |
| American Century Small Company Fund I Class | — | — | $22K | $24K | 0.3% | |
| American Funds Capital Income Builder Cl R3 | — | — | $21K | $23K | 0.3% | |
| Various - | — | — | — | $18K | 0.3% | |
| American Funds The Bond Fund of America | — | — | $13K | $14K | 0.2% | |
| John Hancock Fds II Multimgr Lifestyle | — | — | $14K | $14K | 0.2% | |
| American Funds Capital World Growth and Inc | — | — | $11K | $13K | 0.2% | |
| Cl R-6 American Funds The Bond Fd of America Cl | — | — | $15K | $12K | 0.2% | |
| Shares Nationwide Investor Destinations | — | — | $12K | $11K | 0.2% | |
| Admiral Sh John Hancock JH III US Growth Fund Class | — | — | $9K | $11K | 0.2% | |
| Admiral Sh American Funds New Perspective Fund Cl R3 | — | — | $8K | $9K | 0.1% | |
| Investor Sh John Hancock Fds II Multimanager Lifestyle | — | — | $7K | $8K | 0.1% | |
| Lifestyle Moderate Portfolio Cl A Lord Abbett Mid Cap Stock Fund Class A | — | — | $6K | $8K | 0.1% | |
| Growth A John Hancock Funds II Multimanager | — | — | $6K | $6K | <0.1% | |
| Investor Sh American Funds Intermediate Bond Fund of | — | — | $5K | $4K | <0.1% | |
| American Funds AF SMALLCAP World Fund | — | — | $5K | $4K | <0.1% | |
| Equity Fund R6 American Funds EuroPacific Growth Fund | — | — | $3K | $3K | <0.1% | |
| Class R6 American Funds US Govt Securities Class R3 | — | — | $3K | $3K | <0.1% | |
| J P Morgan US Research Enhanced | — | — | $2K | $2K | <0.1% | |
| Franklin Mutual Global Discovery Fund Cl A | — | — | $2K | $2K | <0.1% |
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