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Original filing (PDF)20251008113250NAL0003235347001
SIZZLING STEAK CONCEPTS, INC.
Form 5500
FILING_RECEIVED
SIZZLING STEAK CONCEPTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
625
Accounts w/ balance
398
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIZZLING STEAK CONCEPTS, INC..
Plan sponsor
Name
SIZZLING STEAK CONCEPTS, INC.
EIN
72-1191782
Address
11655 HAYNES BRIDGE RD · ALPHARETTA, GA · 30009
Phone
(678) 527-3370
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TRAILBREAKER ACCOUNTING PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
Investments
23 direct securities · 4 pooled funds· $15.6M(100% 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.
Uncategorized
$15.4M
23 holdings
Pooled Separate Account
$198K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The American Funds Registered Investment Company AM Funds Target Date Ret 2020 | — | — | — | $2.6M | 16.5% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2050 | — | — | — | $2.1M | 13.1% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2035 | — | — | — | $1.9M | 11.9% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2045 | — | — | — | $1.5M | 9.8% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2055 | — | — | — | $1.3M | 8.2% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2040 | — | — | — | $1.1M | 7.0% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2030 | — | — | — | $1.0M | 6.5% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2060 | — | — | — | $775K | 5.0% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2025 | — | — | — | $738K | 4.7% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2065 | — | — | — | $730K | 4.7% | |
| Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option | — | — | — | $601K | 3.8% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2010 | — | — | — | $394K | 2.5% | |
| Vanguard Group Registered Investment Company Vanguard Int-TM Bd Idx Fd | — | — | — | $269K | 1.7% | |
| Participant Loans Maturing through 2039 at interest rates from 5.00% to 11.00% | — | — | — | $173K | 1.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $137K | 0.9% | |
| Dodge & Cox Registered Investment Company Dodge & Cox Global Bond X Fd | — | — | — | $117K | 0.7% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2015 | — | — | — | $83K | 0.5% | |
| Dimensional Fund Advisors Registered Investment Company DFA US SmCap Value I Fd | — | — | — | $42K | 0.3% | |
| Dimensional Fund Advisors Registered Investment Company DFA Int’l Small Company I Fd - | — | — | — | $41K | 0.3% | |
| T Rowe Price Registered Investment Company T Rowe Price Int US Sec Growth | — | — | — | $41K | 0.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $32K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $29K | 0.2% | |
| Dodge & Cox Registered Investment Company Dodge & Cox Stock X Fd | — | — | — | $6K | <0.1% | |
| The American Funds Registered Investment Company AM Funds Target Date Ret 2070 | — | — | — | $4K | <0.1% | |
| SEI Trust Registered Investment Company Allspring Spec M Cap Value Fd | — | — | — | $1K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Vanguard Group Registered Investment Company Vanguard LifeStrategy Mod Growth Fd | — | — | — | $1K | <0.1% |
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