Original filing (PDF)20260203150121NAL0001329795001

JACK'S FAMILY RESTAURANTS/SFM LP

Name: JACK'S FAMILY RESTAURANTS/SFM LP — JACK'S FAMILY RESTAURANTS/SFM 401K, Form 5500 (2024)
Creator: JACK'S FAMILY RESTAURANTS/SFM LP

Form 5500

FILING_RECEIVED

JACK'S FAMILY RESTAURANTS/SFM 401K

401(k) retirement plan

Signals · 2

Late filing · 2.6 mo~95 bps in Sched C fees

Active participants

3,652

Accounts w/ balance

483

Plan assets (EOY)

$17.1M

Net assets (EOY)

$17.1M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK'S FAMILY RESTAURANTS/SFM LP.

Plan sponsor

Name

JACK'S FAMILY RESTAURANTS/SFM LP

DBA

JACK'S FAMILY RESTAURANTSLP

EIN

63-0440641

Address

124 W OXMOOR RD · BIRMINGHAM, AL · 352096303

Phone

(205) 201-7834

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-03

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$116K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLEXUS FINANCIAL SERVICES, LLC	—	DEER PARK, IL	INVESTMENT ADVISOR	$43K	—

Other

Name	EIN	Location	Relation

Investments

2 pooled funds· $2.0M(12% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
INVESCO STABLE VALUE TRUST - I INVESCO · EIN 84-1142974 / PN 001	Common Collective Trust	$2.0M	11.5%
INVESCO STABLE VALUE TRUST V INVESCO · EIN 84-1142974 / PN 001	Common Collective Trust	$0	<0.1%

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