Plan Snapshot
- Plan Sponsor: Associated Grocers Of The South, INC.
- Sponsor EIN: 630011690
- Sponsor Address: 3600 VANDERBILT ROAD, BIRMINGHAM, AL, 35217
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $10.9M
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 | 195 | $10.9M | $322,818 | $606,123 |
| 2023 | 199 | $9.8M | $321,510 | $606,903 |
| 2022 | 194 | $8.5M | $309,091 | $576,430 |
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 |
|---|---|---|---|---|
| ASCENSUS, LLC | RECORDKEEPER | $22,916 | — | $22,916 |
| RESOURCES INVESTMENT ADVISORS | INVESTMENT ADVISORS | $15,502 | — | $15,502 |
| ERISA SERVICES OD GEORGIA | CONTRACT ADMIN | $10,479 | — | $10,479 |
| ONE DIGITAL | INVESTMENT ADVISOR | $5,958 | — | $5,958 |
| DENT MOSES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS, LLC — RECORDKEEPER
- DENT MOSES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,855
- Estimated Expense Ratio: 0.503% 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 | $47,518 | — | — | — | — |
| 2023 | $46,217 | — | $46,217 | — | — |
| 2022 | $46,716 | $18,684 | $28,032 | — | — |