Plan Snapshot
- Plan Sponsor: Chick-Fil-A, INC.
- Sponsor EIN: 580941582
- Sponsor Address: 5200 BUFFINGTON ROAD, ATLANTA, GA, 30349
- Plan Type: 401(k)
- Total Participants: 8,828
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,828 | $1.1B | $48.6M | $78.5M |
| 2023 | 5,163 | $851.0M | $38.3M | $64.8M |
| 2022 | 4,374 | $661.5M | $29.0M | $49.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $195,155 | — | $195,155 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $16,093 | — | $16,093 |
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WARREN AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,248
- Estimated Expense Ratio: 0.019% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $201,758 | $195,155 | $600 | — | — |
| 2023 | $324,167 | $198,174 | $900 | — | — |
| 2022 | $326,431 | $168,041 | — | — | — |