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Original filing (PDF)20251014094255NAL0002433937001
RESTAURANT SUPPLY CHAIN SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
RESTAURANT SUPPLY CHAIN SOLUTIONS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
268
Plan assets (EOY)
$52.1M
Net assets (EOY)
$52.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 120% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESTAURANT SUPPLY CHAIN SOLUTIONS, LLC.
Plan sponsor
Name
RESTAURANT SUPPLY CHAIN SOLUTIONS, LLC
EIN
61-1333870
Address
950 BRECKENRIDGE LN · SUITE 300 · LOUISVILLE, KY · 40207
Phone
(502) 896-5896
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
2025-10-14
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
BLUE & CO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $89K | — |
Investments
27 direct securities · 1 pooled fund· $52.1M(100% of reported assets)
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.
Uncategorized
$47.8M
27 holdings
Common Collective Trust
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard 500 Index Fund Adm | — | — | — | $8.8M | 17.0% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4.3M | 8.3% | |
| Harbor Capital Appreciation Fund | — | — | — | $4.2M | 8.0% | |
| Dodge & Cox Dodge & Cox Income Fund X | — | — | — | $3.9M | 7.4% | |
| The Vanguard Group Vanguard Total Bond Market Index Adm | — | — | — | $3.4M | 6.5% | |
| The Vanguard Group Vanguard Developed Markets Index Adm | — | — | — | $3.3M | 6.4% | |
| American Funds American Funds American Balanced R6 Fund | — | — | — | $3.2M | 6.1% | |
| The Vanguard Group Vanguard Small Cap Index Fund | — | — | — | $3.0M | 5.7% | |
| The Vanguard Group Vanguard Mid Cap Index Fund Adm | — | — | — | $2.7M | 5.2% | |
| Dodge & Cox Dodge & Cox Stock Fund X | — | — | — | $1.9M | 3.7% | |
| American Funds American Funds Europacific Growth R6 Fund | — | — | — | $1.7M | 3.2% | |
| MFS Value Fund R6 | — | — | — | $1.4M | 2.7% | |
| T. Rowe Price T. Rowe Price Integrated U.S. Small Cap Gr Equity Fund | — | — | — | $1.4M | 2.6% | |
| Touchstone Mid Cap Growth Instl | — | — | — | $1.3M | 2.5% | |
| Invesco Developing Markets R6 Fund | — | — | — | $1.3M | 2.4% | |
| Invesco Global R6 Fund | — | — | — | $1.2M | 2.3% | |
| The Vanguard Group Vanguard Real Estate Index Adm | — | — | — | $1.1M | 2.0% | |
| Touchstone Ultra Short Duration F/I Instl | — | — | — | $988K | 1.9% | |
| DFA U.S. Targeted Value Portfolio Fund | — | — | — | $769K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $651K | 1.2% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $413K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $403K | 0.8% | |
| Participant loans Maturity dates from 2025 to 2029 Interest rate - 3.25% to 8.5% -0- | — | — | — | $386K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $217K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $209K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $137K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $117K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $8K | <0.1% |
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