CHECKERS DRIVE-IN RESTAURANTS, INC.
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Service providers (Schedule C)
13 rows| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T.ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $32K | — |
| ALLSPRING GLOBAL FUNDS | — | SAN FRANCISCO, CA | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| JANUS FUNDS | 43-1804048 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 20-0623152 | — | NONE | $0 | — |
| GOLDMAN SACH FUNDS | 13-3575636 | — | NONE | $0 | — |
Investments
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 INV | — | — | — | $1.7M | 24.5% | |
| T. ROWE PRICE RETIREMENT 2035 INV | — | — | — | $864K | 12.7% | |
| T. ROWE PRICE RETIREMENT 2045 INV | — | — | — | $747K | 11.0% | |
| T. ROWE PRICE RETIREMENT 2030 INV | — | — | — | $720K | 10.6% | |
| T. ROWE PRICE RETIREMENT 2050 INV | — | — | — | $401K | 5.9% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $357K | 5.3% | |
| T. ROWE PRICE RETIREMENT 2025 INV | — | — | — | $315K | 4.6% | |
| JANUS ENTERPRISE N | — | — | — | $294K | 4.3% | |
| FIDELITY 500 INDEX | — | — | — | $267K | 3.9% | |
| T. ROWE PRICE RETIREMENT 2060 INV | — | — | — | $257K | 3.8% | |
| T. ROWE PRICE RETIREMENT 2055 INV | — | — | — | $186K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2015 INV | — | — | — | $182K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2020 INV | — | — | — | $143K | 2.1% | |
| T. ROWE PRICE BLUE CHIP GROWTH I | — | — | — | $46K | 0.7% | |
| JPMORGAN EQUITY INCOME R6 | — | — | — | $45K | 0.7% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | — | — | — | $42K | 0.6% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE TRUST COMPANY · EIN 58-1654960 / PN 001 | Common Collective Trust | — | — | $39K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2065 INV | — | — | — | $34K | 0.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $32K | 0.5% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $26K | 0.4% | |
| FIDELITY MID CAP INDEX | — | — | — | $23K | 0.3% | |
| GOLDMAN SACHS EMERGING MARKETS EQ INSTL | — | — | — | $18K | 0.3% | |
| FRANKLIN SMALL CAP VALUE R6 | — | — | — | $15K | 0.2% | |
| MFS INTERNATIONAL GROWTH FUND CLASS R6 | — | — | — | $14K | 0.2% | |
| BLACKROCK HIGH YIELD PORTFOLIO INSTL | — | — | — | $14K | 0.2% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 | — | — | — | $9K | 0.1% | |
| WESTERN ASSET CORE BOND IS | — | — | — | $9K | 0.1% | |
| ALLSPRING SPEC MD CP VAL R6 | — | — | — | $8K | 0.1% | |
| T. ROWE PRICE RET BALANCED INV | — | — | — | $7K | <0.1% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 | — | — | — | $7K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 INV | — | — | — | $4K | <0.1% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $3K | <0.1% | |
| PIMCO SMALL CAP STOCKSPLUS AR STRAT INST | — | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 INV | — | — | — | $1K | <0.1% |