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Original filing (PDF)20251013131724NAL0001309921001
QUALITY DINING, INC.
Form 5500
FILING_RECEIVED
QUALITY DINING, INC. RETIREMENT PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,117
Accounts w/ balance
295
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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 26% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALITY DINING, INC..
Plan sponsor
Name
QUALITY DINING, INC.
EIN
35-1804902
Address
4220 EDISON LAKES PARKWAY · MISHAWAKA, IN · 46545
Phone
(574) 243-6375
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
APPLEGATE AND COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $35K | — |
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | NONE | $26K | — |
Investments
20 direct securities · 1 pooled fund· $23.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$22.2M
20 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.0M | 13.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $2.7M | 11.5% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $2.6M | 11.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.9M | 8.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $1.8M | 7.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1.8M | 7.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.4M | 6.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.2M | 5.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $1.0M | 4.5% | |
| T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE · EIN 52-1309931 / PN 456 | Common Collective Trust | — | — | $1.0M | 4.4% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $767K | 3.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $754K | 3.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $712K | 3.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $677K | 2.9% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $458K | 2.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $427K | 1.8% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $420K | 1.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $315K | 1.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $218K | 0.9% | |
| Victory Pioneer Bond R6 Victory 0 | — | — | — | $56K | 0.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $37K | 0.2% |
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