Plan Snapshot
- Plan Sponsor: Associated Grocers Of New England, INC.
- Sponsor EIN: 020218229
- Sponsor Address: 11 COOPERATIVE WAY, PEMBROKE, NH, 03275
- Plan Type: 401(k)
- Total Participants: 1,633
- Total Assets: $76.7M
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 | 1,633 | $76.7M | $2.1M | $3.2M |
| 2023 | 1,671 | $71.5M | $2.0M | $3.0M |
| 2022 | 1,583 | $63.1M | $1.9M | $2.7M |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $377,016 | $87,403 | $284,042 | — | — |
| 2023 | $418,377 | $70,633 | $275,098 | $34,500 | — |
| 2022 | $362,094 | $219,897 | $142,197 | — | — |