# Associated Grocers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/associated-grocers-inc-401k-plan-002

> Associated Grocers, INC.'s 401(k) plan: 299 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Associated Grocers, INC.

- **Sponsor EIN:** 720403734

- **Sponsor Address:** 8600 ANSELMO LANE, BATON ROUGE, LA, 70810

- **Plan Type:** 401(k)

- **Total Participants:** 299

- **Total Assets:** $44.4M

## 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.|

| 2025|299|$44.4M|$0|$0|

| 2024|295|$45.5M|$0|$0|

| 2023|297|$40.8M|$0|$0|

## 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|

| HANNIS T. BOURGEOIS, LLP|Auditor|$39,553|—|$39,553|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HANNIS T. BOURGEOIS, LLP](https://planprovider.pro/provider/hannis-t-bourgeois-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,553

- **Estimated Expense Ratio:** 0.089% 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|

| 2025|$52,293|—|$12,740|$39,553|—|

| 2024|$11,140|—|$11,140|—|—|

| 2023|$10,886|—|$10,886|—|—|

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