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Original filing (PDF)20251015095517NAL0004234449001
QSR AUTOMATIONS, INC.
Form 5500
FILING_RECEIVED
QSR AUTOMATIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
157
Accounts w/ balance
180
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
78
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Funds Capital Inc Bldr R6" is 44% of plan.
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QSR AUTOMATIONS, INC..
Plan sponsor
Name
QSR AUTOMATIONS, INC.
EIN
61-1296126
Address
2700 BUDDEKE DR · LOUISVILLE, KY · 40206
Phone
(502) 297-0221
Industry
Information / Tech / Mediasee 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
2025-10-15
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)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
LOUIS T. ROTH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $18K | — |
| NORTHWESTERN MUTUAL INVESTMENT SVCS | 52-2114207 | MILWAUKEE, WI | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES, LLC | 31-1560462 | — | THIRD PARTY ADMIN | $700 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21 | — |
Investments
29 direct securities · 1 pooled fund· $9.1M(97% 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
$9.1M
29 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Capital Inc Bldr R6 | — | — | — | $4.0M | 43.0% | |
| Invesco Rising Dividends R6 | — | — | — | $1.1M | 11.6% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $934K | 10.0% | |
| J.P. Morgan JPMorgan Mid Cap Equity R6 | — | — | — | $535K | 5.7% | |
| American Funds American Funds Global Insight R6 | — | — | — | $367K | 3.9% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $277K | 3.0% | |
| Empower S&P Small Cap 600 Index Inst | — | — | — | $268K | 2.9% | |
| American Century American Century Diversified Bond R6 | — | — | — | $218K | 2.3% | |
| American Funds American Funds Washington Mutual R6 | — | — | — | $216K | 2.3% | |
| J.P. Morgan JPMorgan Developed International Val R6 | — | — | — | $127K | 1.4% | |
| American Funds American Funds Capital World Bond R6 | — | — | — | $120K | 1.3% | |
| Invesco Comstock Select R6 | — | — | — | $110K | 1.2% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $97K | 1.0% | |
| Hartford Equity Income R6 | — | — | — | $94K | 1.0% | |
| MFS New Discovery R6 | — | — | — | $90K | 1.0% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $84K | 0.9% | |
| American Funds American Funds New Perspectice R6 | — | — | — | $71K | 0.8% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $58K | 0.6% | |
| American Funds American Funds New World R6 | — | — | — | $56K | 0.6% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $54K | 0.6% | |
| Fidelity Government Income | — | — | — | $48K | 0.5% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $44K | 0.5% | |
| American Funds American Funds Growth Portfolio R-6 | — | — | — | $27K | 0.3% | |
| PGIM Jennison Mid Cap Growth R6 | — | — | — | $27K | 0.3% | |
| Invesco Real Estate R6 | — | — | — | $26K | 0.3% | |
| Hartford Global Impact R6 | — | — | — | $13K | 0.1% | |
| Empower E I Fixed Account - Series Class I | — | — | — | $11K | 0.1% | |
| PIMCO CommoditiesPLUS® Strategy P | — | — | — | $8K | <0.1% | |
| Franklin Mutual Franklin High Income R6 | — | — | — | $5K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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