Smoothie King Franchises, Inc. 401(k) Plan: Login, Facts & Contact Information

Smoothie King Franchises, Inc. 401(k) Plan Facts

Plan name
SMOOTHIE KING 401(K) PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SMOOTHIE KING FRANCHISES, INC.
Participants
366 (399 active employees)
Former employees with a balance
199
Plan assets
$11,827,495 at Dec 31, 2024
Average account balance
$24,138 across 490 accounts
Employer contributions
$794,099 in plan year 2024 (36% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.20 million went into the plan in contributions, $794,099 of it from the employer (36%).
  • $897,311 was paid out to participants.
  • Investment and other income added $1.38 million.
  • Administrative expenses were $69,396, about $142 per account.

How the Smoothie King Franchises, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019236$6.00 million$229,070$503,058
2020302$7.11 million$322,937$836,009
2021288$7.67 million$43$1.29 million
2022299$6.63 million$279,065$889,750
2023376$9.25 million$338,330$724,865
2024366$11.8 million$794,099$897,311

Smoothie King Franchises, Inc. 401(k) Contact Information

Phone
214-935-9755
Mailing address
9797 ROMBAUER RD SUITE 150, DALLAS TX 75019
Plan sponsor
SMOOTHIE KING FRANCHISES, INC.
Employer identification number (EIN)
72-1119008
Plan number
001

Questions about the Smoothie King Franchises, Inc. 401(k)

Does Smoothie King Franchises, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $794,099, 36% of all contributions.

Does the Smoothie King Franchises, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Smoothie King Franchises, Inc 401(k) plan?

366 participants at the start of plan year 2024, 399 of them active employees, and 199 former employees who still had money in the plan.

What is the average 401(k) balance at Smoothie King Franchises, Inc?

About $24,138 per account: $11.8 million in plan assets across 490 accounts with a balance at the end of plan year 2024.

Who manages the Smoothie King Franchises, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Smoothie King Franchises, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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