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Original filing (PDF)20251015131108NAL0009754066001
ZAXBY'S FRANCHISING LLC
Form 5500
FILING_RECEIVED
ATHENS RESTAURANT EMPLOYEES' HEALTH PLAN
Health & welfare plan
Signals · 2
~801 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,086
Accounts w/ balance
—
Plan assets (EOY)
$6.1M
Net assets (EOY)
$5.7M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 801 bps in Schedule C fees — 1441% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZAXBY'S FRANCHISING LLC.
Plan sponsor
Name
ZAXBY'S FRANCHISING LLC
EIN
58-2129090
Address
1040 FOUNDERS BLVD. · ATHENS, GA · 30606
Phone
(706) 433-0079
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBS HEALTHCARE PLAN OF GEORGIA | 58-1638390 | — | CONTRACT ADMINISTRATOR | $250K | — |
| AMERIBEN / IEC GROUP | 82-0497661 | — | THIRD PARTY ADMINISTRATO | $235K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.