# Associated Grocers Of The South, INC. 401(k) Plan
Source: https://planprovider.pro/companies/associated-grocers-of-the-south-inc-401k-plan

> Associated Grocers Of The South, INC.'s 401(k) plan: 195 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 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](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

- [DENT MOSES](https://planprovider.pro/provider/dent-moses-llp) — 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|—|—|

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