Plan Snapshot
- Plan Sponsor: Aldi INC.
- Sponsor EIN: 421051659
- Sponsor Address: 1200 NORTH KIRK ROAD, BATAVIA, IL, 60510
- Plan Type: 401(k)
- Total Participants: 52,764
- Total Assets: $2.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 52,764 | $2.1B | $76.9M | $171.9M |
| 2023 | 48,039 | $1.7B | $65.1M | $150.2M |
| 2022 | 48,209 | $1.4B | $57.1M | $135.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PORTE BROWN LLC | Auditor | $1,006 | — | $1,006 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,006
- Estimated Expense Ratio: 0.000% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,131,773 | — | — | $1,006 | — |
| 2023 | $1,956,851 | — | — | — | — |
| 2022 | $1,918,219 | — | — | — | $4,200 |