# Fazoli'S Restaurant Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fazoli-s-restaurant-group-inc-401k-plan

> Fazoli'S Restaurant Group, INC.'s 401(k) plan: 363 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fazoli'S Restaurant Group, INC.

- **Sponsor EIN:** 205593113

- **Sponsor Address:** 2470 PALUMBO DR, LEXINGTON, KY, 40509

- **Plan Type:** 401(k)

- **Total Participants:** 363

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|363|$14.3M|$267,031|$644,308|

| 2023|405|$14.6M|$261,358|$642,128|

| 2022|410|$13.0M|$326,274|$775,249|

## 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|$6,288|—|$6,288|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,288

- **Estimated Expense Ratio:** 0.044% 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|$8,721|$6,288|—|—|—|

| 2023|$9,868|$6,706|—|—|—|

| 2022|$8,221|$5,413|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fazoli-s-restaurant-group-inc-401k-plan)

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