Plan Snapshot
- Plan Sponsor: Chick-Fil-A, INC.
- Sponsor EIN: 580941582
- Sponsor Address: 5200 BUFFINGTON ROAD, ATLANTA, GA, 303492998
- Plan Type: DB
- Total Participants: 4,325
- Total Assets: $527.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,325 | $527.2M | $110.3M | $0 |
| 2023 | 3,818 | $439.1M | $24.2M | $0 |
| 2022 | 3,241 | $394.8M | $32.6M | $0 |
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 |
|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT | NONE | $974,215 | — | $974,215 |
| THE BANK OF NEW YORK MELLON | NONE | $137,357 | — | $137,357 |
| STATE STREET GLOBAL ADVISORS TR CO | NONE | $10,125 | — | $10,125 |
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT — NONE
- WARREN AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,121,697
- Estimated Expense Ratio: 0.213% 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 | $1,162,507 | $974,215 | — | — | — |
| 2023 | $1,136,318 | $1,005,774 | — | — | — |
| 2022 | $1,228,585 | $1,095,755 | — | — | — |