Plan Snapshot
- Plan Sponsor: Associated Wholesale Grocers, INC.
- Sponsor EIN: 480614866
- Sponsor Address: 5000 KANSAS AVE, KANSAS CITY, KS, 661061135
- Plan Type: DB
- Total Participants: 395
- Total Assets: $179.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 395 | $179.9M | $4.0M | $0 |
| 2023 | 435 | $173.7M | $7.5M | $0 |
| 2022 | 474 | $153.9M | $25.0M | $0 |
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 | — | — | $0 |
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: $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 | $243,516 | $263,383 | — | — | — |
| 2023 | $233,450 | $244,630 | — | -$11,180 | — |
| 2022 | $284,266 | — | $284,266 | — | — |