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Original filing (PDF)20250908093619NAL0019183313001
CKE RESTAURANTS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
CKE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,052
Accounts w/ balance
1,184
Plan assets (EOY)
$49.9M
Net assets (EOY)
$49.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CKE RESTAURANTS HOLDINGS, INC..
Plan sponsor
Name
CKE RESTAURANTS HOLDINGS, INC.
EIN
90-0941003
Address
6700 TOWER CIRCLE, SUITE 1000 · FRANKLIN, TN · 37067
Phone
(888) 253-3115
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
2025-09-08
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
Investments
18 direct securities · 6 pooled funds· $50.8M(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
$28.8M
18 holdings
Common Collective Trust
$22.0M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $12.4M | 24.9% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $5.8M | 11.5% | |
| Vanguard Institutional Target Retirement 2030 Fund Registered Investment Company | — | — | — | $5.1M | 10.2% | |
| Vanguard Institutional Target Retirement 2025 Fund Registered Investment Company | — | — | — | $4.0M | 7.9% | |
| Vanguard Institutional Target Retirement 2035 Fund Registered Investment Company | — | — | — | $3.9M | 7.8% | |
| Vanguard Institutional Target Retirement 2050 Fund Registered Investment Company | — | — | — | $2.8M | 5.7% | |
| Vanguard Institutional Target Retirement 2040 Fund Registered Investment Company | — | — | — | $2.5M | 5.0% | |
| Vanguard Institutional Target Retirement 2045 Fund Registered Investment Company | — | — | — | $2.4M | 4.7% | |
| Vanguard Institutional Target Retirement 2020 Fund Registered Investment Company | — | — | — | $1.8M | 3.7% | |
| Vanguard Institutional Target Retirement 2055 Fund Registered Investment Company | — | — | — | $1.8M | 3.6% | |
| LOOMIS SAYLES COR PL FI INC F LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $1.5M | 3.0% | |
| MFS INTL EQUITY CLASS 3A FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $1.5M | 2.9% | |
| Allspring Discovery Fund Registered Investment Company | — | — | — | $1.0M | 2.1% | |
| Vanguard Extended Market Index Fund Registered Investment Company | — | — | — | $878K | 1.8% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $673K | 1.3% | |
| maturing through October 2031 - | — | — | — | $537K | 1.1% | |
| AB US SM AND MD CAP VAL CL P1 GREAT GRAY TRUST COMPANY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $500K | 1.0% | |
| Willmington Tr Collective Inv Ab Us Value P1 Common/Collective Trust | — | — | — | $500K | 1.0% | |
| Blackrock U.S. Aggregate Bond Index Fund N Common/Collective Trust | — | — | — | $373K | 0.7% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $373K | 0.7% | |
| Vanguard Institutional Target Retirement 2060 Fund Registered Investment Company | — | — | — | $265K | 0.5% | |
| Vanguard Total International Stock Index Signal Fund Registered Investment Company | — | — | — | $161K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 Fund Registered Investment Company | — | — | — | $72K | 0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund Registered Investment Company | — | — | — | $20K | <0.1% |
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