# Associated Grocers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/associated-grocers-inc-720403734-003

> Associated Grocers, INC.'s 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 720403734

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

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

- **Plan Number:** 003

- **Total Participants:** 238

- **Total Assets:** $6.1M

## 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|238|$6.1M|$145,423|$1.0M|

| 2023|222|$5.2M|$117,582|$826,850|

| 2022|223|$4.3M|$104,249|$731,055|

## 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|

| STANCORP FINANCIAL GROUP|Recordkeeper|$27,999|—|$27,999|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,999

- **Estimated Expense Ratio:** 0.462% 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|$25,604|—|$25,604|—|—|

| 2023|$16,437|—|$16,437|—|—|

| 2022|$14,978|—|$14,978|—|—|

## Similar Plans

- [Associated Grocers, INC.](https://planprovider.pro/companies/associated-grocers-inc-720403734-002) — 299 participants

- [Capitol City Produce Company, LLC](https://planprovider.pro/companies/capitol-city-produce-company-llc-401k-plan) — 283 participants

- [Acadiana Bottling Co., INC.](https://planprovider.pro/companies/acadiana-bottling-co-inc-720473216-501) — 124 participants

- [Lyons Specialty Company, INC.](https://planprovider.pro/companies/lyons-specialty-company-inc-401k-plan) — 109 participants

- [Bill & Ralph'S, INC.](https://planprovider.pro/companies/bill-ralph-s-inc-720572271-502) — 48 participants

- [John E. Koerner & Co., INC.](https://planprovider.pro/companies/john-e-koerner-co-inc-401k-plan) — 32 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/associated-grocers-inc-720403734-003)

© 2026 PlanProvider.Pro