Original filing (PDF)20240620091624NAL0001643648001

TACO JOHN'S OF IOWA, INC.

Name: TACO JOHN'S OF IOWA, INC. — TACO JOHN'S OF IOWA 401(K) PLAN, Form 5500 (2023)
Creator: TACO JOHN'S OF IOWA, INC.

Form 5500

FILING_RECEIVED

TACO JOHN'S OF IOWA 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

9 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TACO JOHN'S OF IOWA, INC..

Plan sponsor

Name

TACO JOHN'S OF IOWA, INC.

EIN

42-1000406

Address

5105 S CROSSING PL · SUITE 4 · SIOUX FALLS, SD · 57108

Phone

(605) 338-1330

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-05-31

Filed

2024-06-20

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CUSTODIAN	$11K	—

Investments

9 pooled funds· $0

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.

Pooled Separate Account

1 holding

Common Collective Trust

8 holdings

			% of plan
PRIN SM CAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$0	—
FLEXPATH IDX MOD RETIRE R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226	Common Collective Trust	$0	—
FLEX PATH IDX+ MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229	Common Collective Trust	$0	—
FLEX PATH IDX+ MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232	Common Collective Trust	$0	—
FLEXPATH IDX+ MOD 2045 R1 WILMINGTON TRUST · EIN 47-2961375 / PN 235	Common Collective Trust	$0	—
FLEXPATH IDX+ MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238	Common Collective Trust	$0	—
FLEXPATH IDX+ AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231	Common Collective Trust	$0	—
FLEXPATH IDX+ AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234	Common Collective Trust	$0	—
FLEXPATH INDEX+ MOD 2065 R1 WILMINGTON TRUST, N.A. · EIN 38-7271382 / PN 763	Common Collective Trust	$0	—