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Original filing (PDF)20251014125448NAL0002821137001
DICKS DRIVE-INS LTD., LP
Form 5500
FILING_RECEIVED
DICK'S DRIVE-INS 401(K) PLAN
401(k) retirement plan
Active participants
291
Accounts w/ balance
307
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
- 48 bps in Schedule C fees — 67% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DICKS DRIVE-INS LTD., LP.
Plan sponsor
Name
DICKS DRIVE-INS LTD., LP
EIN
91-1525636
Address
4426 2ND AVENUE NE · SEATTLE, WA · 98105
Phone
(206) 634-0300
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPLED ADVISORS, INC. | 88-1673202 | — | INVESTMENT/FINANCIAL ADVI | $62K | — |
Investments
30 direct securities · 1 pooled fund· $14.3M(98% 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
$13.3M
30 holdings
Common Collective Trust
$971K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $1.9M | 13.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.4M | 9.6% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $1.3M | 8.7% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $1.1M | 7.3% | |
| METLIFE REL ST VAL 25053 - 10 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $971K | 6.6% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $944K | 6.4% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $757K | 5.2% | |
| LORD ABBETT FUNDMNTL EQTY R6 | Registered Investment Companies | — | — | $646K | 4.4% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $568K | 3.9% | |
| GS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $552K | 3.8% | |
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $532K | 3.6% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $506K | 3.4% | |
| GOLDMAN GROWTH STRATEGY R6 | Registered Investment Companies | — | — | $483K | 3.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $358K | 2.4% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $350K | 2.4% | |
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $247K | 1.7% | |
| LORD ABBETT DEVELOPING GR R6 | Registered Investment Companies | — | — | $234K | 1.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $215K | 1.5% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $206K | 1.4% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $203K | 1.4% | |
| LORD ABBETT TOTAL RETURN R6 | Registered Investment Companies | — | — | $125K | 0.9% | |
| LORD ABBETT MID CAP STOCK R6 | Registered Investment Companies | — | — | $123K | 0.8% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $118K | 0.8% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $109K | 0.7% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $80K | 0.5% | |
| GOLDMANSACHS GVT INC R6 | Registered Investment Companies | — | — | $74K | 0.5% | |
| INVESCO EQV INTL EQUITY R6 | Registered Investment Companies | — | — | $71K | 0.5% | |
| GDS DYNAMIC GLOBAL EQUITY R6 | Registered Investment Companies | — | — | $70K | 0.5% | |
| GOLDMANSACHS BAL STRAT R6 | Registered Investment Companies | — | — | $45K | 0.3% | |
| INVESCO DIVIDEND INCOME R6 | Registered Investment Companies | — | — | $35K | 0.2% | |
| FRANKLIN MUTUAL GLOBAL DISC R6 | Registered Investment Companies | — | — | $25K | 0.2% |
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