Plan Snapshot
- Plan Sponsor: Zaxby'S Franchising LLC
- Sponsor EIN: 582129090
- Sponsor Address: 1040 FOUNDERS BLVD., ATHENS, GA, 30606
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,086
- Total Assets: $6.1M
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 | 1,086 | $6.1M | $4.9M | $1.7M |
| 2023 | 1,022 | $6.2M | $5.4M | $2.2M |
| 2022 | 1,120 | $6.2M | $6.3M | $2.2M |
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 |
|---|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GEORGIA | Recordkeeper | $249,660 | — | $249,660 |
| AMERIBEN / IEC GROUP | Recordkeeper | $235,492 | — | $235,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BCBS HEALTHCARE PLAN OF GEORGIA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $485,152
- Estimated Expense Ratio: 8.013% 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 | $163,139 | — | — | — | — |
| 2023 | $376,973 | — | — | — | — |
| 2022 | $668,386 | — | — | — | $668,386 |