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Original filing (PDF)20250715171137NAL0002396849001
ROLLING DOUGH ENTERPRISES, LLC.
Form 5500
FILING_RECEIVED
ROLLING DOUGH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
223
Accounts w/ balance
127
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROLLING DOUGH ENTERPRISES, LLC..
Plan sponsor
Name
ROLLING DOUGH ENTERPRISES, LLC.
EIN
74-2934861
Address
13809 RESEARCH BLVD. · SUITE 810 · AUSTIN, TX · 78750
Phone
(512) 401-6550
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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEGGY S EDGE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT CONSULTANTS GROUP | 23-2383285 | — | NONE | $7K | — |
Investments
21 direct securities· $2.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund Mutual fund | — | — | — | $288K | 13.1% | |
| PIMCO StocksPLUS Small Fund Mutual fund | — | — | — | $217K | 9.9% | |
| T. Rowe Price Retirement 2050 Fund Mutual fund | — | — | — | $195K | 8.9% | |
| PIMCO RAE PLUS Fund Mutual fund | — | — | — | $181K | 8.3% | |
| Vanguard Equity Income Fund Mutual fund | — | — | — | $169K | 7.7% | |
| T. Rowe Price Capital Appreciation Fund Mutual fund | — | — | — | $162K | 7.4% | |
| AllianceBern Large Cap Growth Fund Mutual fund | — | — | — | $159K | 7.2% | |
| T. Rowe Price Retirement 2055 Fund Mutual fund | — | — | — | $130K | 5.9% | |
| American Century Global Growth Fund Mutual fund | — | — | — | $118K | 5.3% | |
| Macquarie Mid Cap Growth Fund Mutual fund | — | — | — | $108K | 4.9% | |
| JH Disciplined Value MidCap Fund Mutual fund | — | — | — | $90K | 4.1% | |
| Horace Mann Stable Value Solutions Mutual fund | — | — | — | $83K | 3.8% | |
| Lord Abbett Bond-Debenture Fund Mutual fund | — | — | — | $75K | 3.4% | |
| T. Rowe Price Retirement 2035 Fund Mutual fund | — | — | — | $63K | 2.9% | |
| Participant Loans Interest Rate: 4.25% - 9.5% | — | — | — | $60K | 2.7% | |
| BlackRock Infl Prot Bond Fund Mutual fund | — | — | — | $34K | 1.6% | |
| T. Rowe Price Retirement 2045 Fund Mutual fund | — | — | — | $16K | 0.7% | |
| Oppenheimer Developing Markets Fund Mutual fund | — | — | — | $15K | 0.7% | |
| T. Rowe Price Retirement 2025 Fund Mutual fund | — | — | — | $14K | 0.7% | |
| MFS International Diversification Fund Mutual fund | — | — | — | $11K | 0.5% | |
| T. Rowe Price Retirement 2030 Fund Mutual fund | — | — | — | $11K | 0.5% |
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