PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOUTHERN LEGACY WAFFLES LLC
Sponsor portfolio

SOUTHERN LEGACY WAFFLES LLC

EIN 45-3618413-restaurants-Latest filing 2025
Plans
3
Retirement
1
$17.2M assets
Welfare
2
$3.2M premiums
Participants
983
1021 CAMBRIDGE SQUARE - ALPHARETTA, GA 30009770-664-4339LinkedIn1-10 employeesrestaurants
Plans on this EIN
3 filings
#001401k-$17.2M - 605 part#501Fully Insured-$1.6M - 189 lives#502Fully Insured-$1.6M - 189 lives

Benefits portfolio analytics

2 plans / $3.2M premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Life$160K
  • Short-term disability$159K
  • Long-term disability$153K
  • Dental$52K
  • Vision$44K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • HARTFORD LIFE AND ACCIDENT5%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $184K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHERN LEGACY WAFFLES, LLC 401K PLAN

401k

Assets$17.2M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN LEGACY WAFFLES LLC HEALTH BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE CO

Premiums$1.6M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SOUTHERN LEGACY WAFFLES LLC FLEXIBLE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE CO

Premiums$1.6M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN LEGACY WAFFLES, LLC 401K PLAN401k$17.2M6052024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN LEGACY WAFFLES LLC HEALTH BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE CO$1.6M1892025
502SOUTHERN LEGACY WAFFLES LLC FLEXIBLE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE CO$1.6M1892025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica