How big is Sam & ZOES Inc.'s plan?

Sam & ZOES Inc.'s plan reported $125K in assets and 11 participants for 2025.

Original filing (PDF)20260423220558NAL0011285250022

Sam & ZOES Inc.

Name: Sam & ZOES Inc. — Sam & ZOES 401(k) Plan, Form 5500 (2025)
Creator: Sam & ZOES Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam & ZOES 401(k) Plan

401(k) retirement plan · Sam & ZOES Inc.'s Sam & ZOES 401(k) Plan held $125K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

Plan identifiers

Sam & ZOES Inc.'s EIN is 27-1803962.

EIN 27-1803962

Plan number 001

Plan year 2025

ACK ID 20260423220558NAL0011285250022

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sam & ZOES Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sam & ZOES Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SAM & ZOES INC

EIN

all filings

Address

525 HEATHER PL · NASHVILLE, TN · 37204

Phone

(615) 417-7344

Industry

Accommodation & Food Services

Plan administrator