Plan Snapshot
- Plan Sponsor: Jack'S Family Restaurants/Sfm LP
- Sponsor EIN: 630440641
- Sponsor Address: 124 W OXMOOR RD, BIRMINGHAM, AL, 352096303
- Plan Type: 401(k)
- Total Participants: 3,652
- Total Assets: $17.1M
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 | 3,652 | $17.1M | $506,011 | $931,722 |
| 2023 | 3,361 | $15.9M | $521,986 | $971,456 |
| 2022 | 3,109 | $14.2M | $529,220 | $961,928 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $116,428 | — | $116,428 |
| PLEXUS FINANCIAL SERVICES, LLC | INVESTMENT ADVISOR | $42,516 | — | $42,516 |
| CARR, RIGGS, & INGRAM | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,944
- Estimated Expense Ratio: 0.929% 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 | $119,604 | $45,692 | — | — | — |
| 2023 | $81,607 | $38,295 | — | — | — |
| 2022 | $24,031 | $11,386 | — | — | — |