Original filing (PDF)20250730122800NAL0004700929001

PIZZA WHOLESALE OF LEXINGTON, INC.

Name: PIZZA WHOLESALE OF LEXINGTON, INC. — PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PIZZA WHOLESALE OF LEXINGTON, INC.

Form 5500

FILING_RECEIVED

PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

250

Accounts w/ balance

302

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (11th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIZZA WHOLESALE OF LEXINGTON, INC..

Plan sponsor

Name

PIZZA WHOLESALE OF LEXINGTON, INC.

EIN

61-0967182

Address

316 JIM HUNT WAY · P.O. BOX 757 · PARIS, KY · 40362

Phone

(859) 987-4743

Industry

Wholesale Tradesee 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

2X · Other multiple-employer DC plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MCF ADVISORS	20-0566061	COVINGTON, KY	INVESTMENT ADVISOR	$38K	—

Investments

24 direct securities· $14.3M(96% of reported assets)

					% of plan
Fidelity 500 Index	Other securities	—	—	$2.3M	15.2%
Vanguard Growth Index ADM	Other securities	—	—	$1.8M	12.2%
Vanguard Value Index Adm	Other securities	—	—	$1.2M	8.1%
EI Fixed Account- Series Class I	Other securities	—	—	$1.1M	7.1%
Fidelity International Index	Other securities	—	—	$975K	6.5%
BlackRock Lifepath Index 2030 K	Other securities	—	—	$805K	5.4%
BlackRock Lifepath Index 2035 K	Other securities	—	—	$745K	5.0%
Federated Hermes Instl High Yield BD R6	Other securities	—	—	$742K	5.0%
BlackRock Lifepath Index 2040 K	Other securities	—	—	$695K	4.7%
Fidelity Mid Cap Index	Other securities	—	—	$633K	4.2%
BlackRock Lifepath Index Retirement K	Other securities	—	—	$539K	3.6%
Loomis Sayles Core Plus Bond N	Other securities	—	—	$531K	3.6%
Fidelity Small Cap Index	Other securities	—	—	$446K	3.0%
BlackRock Lifepath Index 2045 K	Other securities	—	—	$429K	2.9%
Fidelity US Bond Index	Other securities	—	—	$292K	2.0%
Fidelity Emerging Markets Index	Other securities	—	—	$232K	1.6%
BlackRock Lifepath Index 2050 K	Other securities	—	—	$197K	1.3%
Vanguard Real Estate Index Admiral	Other securities	—	—	$192K	1.3%
BlackRock Lifepath Index 2060 K	Other securities	—	—	$172K	1.2%
BlackRock Lifepath Index 2055 K	Other securities	—	—	$164K	1.1%
Vanguard Total Intl BD IDX Admiral	Other securities	—	—	$61K	0.4%
BlackRock Lifepath Index 2065 K	Other securities	—	—	$47K	0.3%
DFA Commodity Strategy I	Other securities	—	—	$31K	0.2%
Vanguard Inflation-Protected Secs Adm	Other securities	—	—	$6K	<0.1%