Plan Snapshot
- Plan Sponsor: Associated Wholesale Grocers, INC.
- Sponsor EIN: 480614866
- Sponsor Address: 5000 KANSAS AVE, KANSAS CITY, KS, 661061135
- Plan Type: 401(k)
- Total Participants: 2,764
- Total Assets: $311.1M
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 | 2,764 | $311.1M | $20.2M | $16.1M |
| 2023 | 2,890 | $273.3M | $19.8M | $15.1M |
| 2022 | 2,628 | $238.5M | $14.9M | $13.7M |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | Auditor | $12,525 | — | $12,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,525
- Estimated Expense Ratio: 0.004% 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 | $189,747 | — | — | $12,525 | — |
| 2023 | $142,422 | — | — | — | — |
| 2022 | $119,374 | — | — | — | — |