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Original filing (PDF)20251014104002NAL0001230723001
AMPLER QSR, LLC
Form 5500
FILING_RECEIVED
AMPLER GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
~86 bps in Sched C fees
Active participants
1,684
Accounts w/ balance
534
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 86 bps in Schedule C fees — 196% above peer band of 29 bps.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLER QSR, LLC.
Plan sponsor
Name
AMPLER QSR, LLC
EIN
81-4841225
Address
2400 NORTH BROADWAY STREET · PITTSBURG, KS · 66762
Phone
(620) 687-0137
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER/BOOKKEEPER | $72K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY | $22K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMINISTRATOR | 62-1038805 | — | PLAN ADMINISTRATOR | $24K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
Investments
27 direct securities· $14.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2030 Target Date Retirement | — | — | — | $2.0M | 13.3% | |
| 2040 Target Date Retirement | — | — | — | $1.9M | 12.8% | |
| 2035 Target Date Retirement | — | — | — | $1.6M | 10.5% | |
| 2025 Target Date Retirement | — | — | — | $1.5M | 10.2% | |
| 2050 Target Date Retirement | — | — | — | $1.2M | 7.9% | |
| 2045 Target Date Retirement | — | — | — | $1.1M | 7.5% | |
| 2055 Target Date Retirement | — | — | — | $825K | 5.5% | |
| Principal Life Insurance Company Investment contract - Guaranteed Option Account | — | — | — | $804K | 5.4% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $612K | 4.1% | |
| 500 Index | — | — | — | $542K | 3.6% | |
| 2060 Target Date Retirement | — | — | — | $420K | 2.8% | |
| Large Cap Growth | — | — | — | $351K | 2.4% | |
| Schwab Self-directed brokerage account | — | — | — | $350K | 2.3% | |
| 2015 Target Date Retirement * 20 2020 Target Date Retirement | — | — | — | $303K | 2.0% | |
| Small Cap Growth | — | — | — | $266K | 1.8% | |
| American Funds 2010 Target Date Retirement | — | — | — | $219K | 1.5% | |
| John Hancock Disciplined Value Mid Cap | — | — | — | $199K | 1.3% | |
| JPMorgan Equity Income Class R5 | — | — | — | $144K | 1.0% | |
| International Growth and Income | — | — | — | $106K | 0.7% | |
| Janus Henderson Enterprise | — | — | — | $85K | 0.6% | |
| Fidelity US Bond Index | — | — | — | $84K | 0.6% | |
| Mid Cap Index | — | — | — | $74K | 0.5% | |
| JP Morgan Core Plus Bond | — | — | — | $61K | 0.4% | |
| American Beacon Small Cap Value | — | — | — | $54K | 0.4% | |
| Small Cap Index | — | — | — | $17K | 0.1% | |
| 2065 Target Date Retirement | — | — | — | $9K | <0.1% | |
| Blackrock Strategic Income Opportunities | — | — | — | $3K | <0.1% |