Plan Snapshot
- Plan Sponsor: Krystal Restaurants LLC
- Sponsor EIN: 850988316
- Sponsor Address: 1455 LINCOLN PARKWAY SUITE 600, DUNWOODY, GA, 30346
- Plan Type: 401(k)
- Total Participants: 1,532
- Total Assets: $2.5M
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 | 1,532 | $2.5M | $48,930 | $327,761 |
| 2023 | 5,087 | $2.8M | $47,426 | $342,982 |
| 2022 | 5,987 | $2.8M | $92,115 | $442,338 |
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 | RECORDKEEPER | $23,488 | — | $23,488 |
| OSAIC WEALTH INC | INVESTMENT ADVISOR | $12,023 | — | $12,023 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,511
- Estimated Expense Ratio: 1.409% 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 | $38,559 | $14,944 | — | — | — |
| 2023 | $48,759 | — | $48,759 | — | — |
| 2022 | $50,955 | — | $50,955 | — | — |