Janelle M. Sykes signed Whataburger Restaurants LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whataburger Restaurants LLC's EIN is 30-1199687.
Download the official 2024 Form 5500 (PDF) for Whataburger Restaurants LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whataburger Restaurants LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $60K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FRDM BLND 2030 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | $1.3M | $34.4M | 13.1% | |
| FID FRDM BLND 2035 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | $1.2M | $34.1M | 13.0% | |
| FID FRDM BLND 2045 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | $739K | $22.8M | 8.7% | |
| FID FRDM BLND 2040 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | $724K | $22.0M | 8.4% | |
| FID FRDM BLND 2025 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | $810K | $20.0M | 7.6% | |
| FID FRDM BLND 2050 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | $607K | $18.5M | 7.1% | |
| Notes receivable from participants Various maturity dates with interest rates ranging from 4.25% – 9.50% | Bonds / Notes | — | — | $16.6M | 6.4% | |
| FID FRDM BLND 2055 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | $485K | $15.8M | 6.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $241K | $14.8M | 5.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | $59K | $12.1M | 4.6% | |
| FID FRDM BLND 2060 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | $448K | $9.8M | 3.7% | |
| FID FRDM BLND 2065 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | $441K | $7.3M | 2.8% | |
| FID FRDM BLND 2020 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | $242K | $5.5M | 2.1% | |
| MS W LARGE CAP GR R1 Mutual Fund | Other securities | — | $408K | $4.5M | 1.7% | |
| DODGE & COX STOCK I Mutual Fund | Mutual Funds | — | $16K | $4.0M | 1.5% | |
| JPM CORE BOND A Mutual Fund | Other securities | — | $368K | $3.7M | 1.4% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | $156K | $2.3M | 0.9% | |
| FID FRDM BLND 2015 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | $101K | $2.2M | 0.9% | |
| MFS INTL INTR VAL R3 Mutual Fund | Mutual Funds | — | $62K | $2.2M | 0.8% | |
| VANG SELECTED VALUE Mutual Fund | Other securities | — | $73K | $2.0M | 0.8% | |
| INVS DEVELOP MKT Y Mutual Fund | Other securities | — | $43K | $1.6M | 0.6% | |
| FID FRDM BLEND INC R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | $97K | $1.6M | 0.6% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | $17K | $1.5M | 0.6% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | $144K | $1.5M | 0.6% | |
| FID FRDM BLND 2010 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | $29K | $613K | 0.2% | |
| J H TRITON T Mutual Fund | Other securities | — | $14K | $373K | 0.1% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | $55K | $55K | <0.1% | |
| FID FRDM BLND 2005 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COOK STREET CONSULTING, INC | 84-0854432 | — | INVESTMENT ADVISOR | $31K | — |
| MILLIMAN, INC. | 91-0675641 | — | INVESTMENT ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES & THORNBURG LLP | 35-0900596 | — | ATTORNEY/LEGAL | $39K | — |
