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Original filing (PDF)20251217075742NAL0003623041001
VPC PIZZA MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
GIORDANO'S 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
149
Accounts w/ balance
141
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
96
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- 69 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 VPC PIZZA MANAGEMENT, LLC.
Plan sponsor
Name
VPC PIZZA MANAGEMENT, LLC
EIN
61-1665746
Address
60 EAST SUPERIOR STREET, · SUITE 300 · CHICAGO, IL · 60611
Phone
(312) 641-6500
Industry
Accommodation & Food Servicessee 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
2025-12-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
22 direct securities · 1 pooled fund· $1.7M(91% 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.
Registered Investment Companies
$1.7M
22 holdings
Common Collective Trust
$17K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $220K | 11.9% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $213K | 11.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $208K | 11.3% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $179K | 9.7% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $178K | 9.6% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $166K | 9.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $148K | 8.0% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $139K | 7.5% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $90K | 4.9% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $27K | 1.5% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $21K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $20K | 1.1% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $17K | 0.9% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $13K | 0.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $12K | 0.7% | |
| MACQUARIE SMALL CAP CORE R6 717 REGISTERED INVESTMENT COMPANY HTFD SCH EMG MKTS EQUITY SDR | Registered Investment Companies | — | — | $8K | 0.5% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $7K | 0.4% | |
| COHEN & STEERS GLOBAL REALTY Z 39 REGISTERED INVESTMENT COMPANY JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $6K | 0.3% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $6K | 0.3% | |
| ALLSPRING SMALL CO GROWTH R6 698 REGISTERED INVESTMENT COMPANY FID US BOND IND | Registered Investment Companies | — | — | $4K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $4K | 0.2% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $3K | 0.2% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $3K | 0.1% |
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