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Original filing (PDF)20250625113728NAL0008075953001
CHICK-FIL-A TS 96
Form 5500-SF
FILING_RECEIVED
CHICK-FIL-A TS 96 401(K) PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
29
Plan assets (EOY)
$174K
Net assets (EOY)
$174K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICK-FIL-A TS 96.
Plan sponsor
Name
CHICK-FIL-A TS 96
EIN
56-2101924
Address
3063 MALLORY LANE · FRANKLIN, TN · 37067
Phone
(615) 294-7600
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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