# Jack'S Family Restaurants/Sfm LP 401(k) Plan
Source: https://planprovider.pro/companies/jack-s-family-restaurants-lp-401k-plan

> Jack'S Family Restaurants/Sfm LP's 401(k) plan: 3,652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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