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Original filing (PDF)20251013092908NAL0000928545001
LONG JOHN SILVERS, LLC
Form 5500
FILING_RECEIVED
LONG JOHN SILVER'S, LLC EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,460
Accounts w/ balance
129
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
33 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 5% 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 LONG JOHN SILVERS, LLC.
Plan sponsor
Name
LONG JOHN SILVERS, LLC
EIN
36-4718017
Address
10350 ORMSBY PARK PLACE · LOUISVILLE, KY · 40223
Phone
(502) 815-6120
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
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
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILLIARD LYONS - A BAIRD COMPANY | — | MILWAUKEE, WI | NONE | $37K | — |
Investments
33 direct securities· $8.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund (1) | — | — | — | $1.9M | 22.3% | |
| Vanguard Balanced Index Fund (1) | — | — | — | $978K | 11.7% | |
| American Funds 2045 Target Date Fund (1) | — | — | — | $897K | 10.7% | |
| American Funds 2030 Target Date Fund (1) | — | — | — | $696K | 8.3% | |
| American Funds 2040 Target Date Fund (1) | — | — | — | $429K | 5.1% | |
| American Funds 2025 Target Date Fund (1) | — | — | — | $415K | 5.0% | |
| American Funds 2050 Target Date Fund (1) | — | — | — | $378K | 4.5% | |
| CMFG Life Insurance Company Standard Stable Fund (1) | — | — | — | $365K | 4.4% | |
| Ivy Investments High Income Fund (1) | — | — | — | $284K | 3.4% | |
| Fidelity Growth Opportunity Fund (1) | — | — | — | $284K | 3.4% | |
| Vanguard Small Cap Index Fund (1) | — | — | — | $280K | 3.3% | |
| Vanguard Mid Cap Index Fund (1) | — | — | — | $235K | 2.8% | |
| American Funds 2020 Target Date Fund (1) | — | — | — | $206K | 2.5% | |
| John Hancock Disciplined Value Mid Cap Fund (1) | — | — | — | $205K | 2.4% | |
| American Funds 2055 Target Date Fund (1) | — | — | — | $114K | 1.4% | |
| Ivy Investments Mid Cap Growth Fund (1) | — | — | — | $91K | 1.1% | |
| MFS Emerging Markets Fund (1) | — | — | — | $79K | 0.9% | |
| American Funds 2010 Target Date Fund (1) | — | — | — | $77K | 0.9% | |
| Vanguard Federal Money Market Fund (1) | — | — | — | $60K | 0.7% | |
| American Funds 2065 Target Date Fund (1) 444 Brandes International Equity Fund (1) | — | — | — | $52K | 0.6% | |
| JP Morgan US Value Fund (1) | — | — | — | $51K | 0.6% | |
| MFS New Discovery Fund (1) | — | — | — | $45K | 0.5% | |
| ClearBridge International Growth Fund (1) | — | — | — | $41K | 0.5% | |
| American Funds 2060 Target Date Fund (1) | — | — | — | $40K | 0.5% | |
| Dodge & Cox Income Fund (1) | — | — | — | $33K | 0.4% | |
| American Century Inflation Adjusted Bond Fund (1) | — | — | — | $31K | 0.4% | |
| PIMCO Commodity Real Return Strategy Fund (1) | — | — | — | $24K | 0.3% | |
| PGIm Global Total Return Fund (1) | — | — | — | $21K | 0.2% | |
| PGIM Global Real Estate Fund (1) | — | — | — | $18K | 0.2% | |
| Victory Sycamore Small Company Opportunity Fund (1) | — | — | — | $14K | 0.2% | |
| PGIM Jennison Natural Resources Fund (1) | — | — | — | $11K | 0.1% | |
| Vanguard 500 Index Fund (1) | — | — | — | $11K | 0.1% | |
| Fidelity International Small Cap Fund (1) | — | — | — | $6K | <0.1% |
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