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Original filing (PDF)20251015151332NAL0004957985001
WON'T STOP OPERATIONS
Form 5500
FILING_RECEIVED
WON'T STOP 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
273
Accounts w/ balance
149
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WON'T STOP OPERATIONS.
Plan sponsor
Name
WON'T STOP OPERATIONS
EIN
99-1030356
Address
4923 NORTH COLLEGE AVE STE 25 · INDIANAPOLIS, IN · 46205
Phone
(208) 412-8040
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $14K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATACHOU ADMINISTRATIVE SERVICES LL | — | INDIANAPOLIS, IN | OTHER | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| WONT STOP HOSPITALITY INC | — | INDIANAPOLIS, IN | OTHER | $500 | — |
| PAYROLL INTEGRATIONS INC | — | ENCINITAS, CA | OTHER | $0 | — |
Investments
22 direct securities · 1 pooled fund· $3.2M(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
$3.1M
22 holdings
Pooled Separate Account
$174K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 3,591 | — | — | — | $733K | 22.6% | |
| MONEY MARKET FUND SHARES Federated Hermes Government Obl Advisor 351,080 | — | — | — | $351K | 10.8% | |
| Fidelity Small Cap Index Fund 8,678 | — | — | — | $240K | 7.4% | |
| MFS International Growth R6 4,896 | — | — | — | $203K | 6.3% | |
| Fidelity Advisor Equity Growth Fund I 8,280 | — | — | — | $193K | 6.0% | |
| LARGE CAP VALUE I(JP MORGAN) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $174K | 5.4% | |
| Fidelity Mid Cap Index Fund 4,813 | — | — | — | $163K | 5.0% | |
| American Funds 2045 Target Date Retirement Fund R6 7,648 | — | — | — | $162K | 5.0% | |
| Fidelity US Bond Index Fund 12,722 | — | — | — | $130K | 4.0% | |
| American Funds 2060 Target Date Retirement Fund R6 6,687 | — | — | — | $120K | 3.7% | |
| DFA Emerging Markets Core Equity Fund I 4,817 | — | — | — | $112K | 3.5% | |
| John Hancock Bond Fund R6 8,330 | — | — | — | $111K | 3.4% | |
| American Funds 2035 Target Date Retirement Fund R6 5,499 | — | — | — | $105K | 3.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-10.50%, with maturities through May 2029 0 | — | — | — | $96K | 3.0% | |
| American Funds 2055 Target Date Retirement Fund R6 2,866 | — | — | — | $76K | 2.3% | |
| American Funds 2050 Target Date Retirement Fund R6 3,181 | — | — | — | $66K | 2.1% | |
| PGIM Short Duration Multi Sector Bond Fund R6 6,285 | — | — | — | $56K | 1.7% | |
| American Funds 2040 Target Date Retirement Fund R6 1,990 | — | — | — | $41K | 1.3% | |
| American Funds 2065 Target Date Retirement Fund R6 2,207 | — | — | — | $39K | 1.2% | |
| PGIM High-Yield Fund R6 6,841 | — | — | — | $33K | 1.0% | |
| American Funds 2030 Target Date Retirement Fund R6 932 | — | — | — | $16K | 0.5% | |
| REGISTERED INVESTMENT COMPANIES American Funds 2020 Target Date Retirement Fund R6 1 ** 9 American Funds 2025 Target Date Retirement Fund R6 789 | — | — | — | $12K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund I 505 | — | — | — | $9K | 0.3% |
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