Plan Snapshot
- Plan Sponsor: Buy-Lo Quality Food Stores, INC.
- Sponsor EIN: 630855843
- Sponsor Address: 3605 8TH AVENUE SOUTH, BIRMINGHAM, AL, 352223252
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 290 | $13.4M | $359,896 | $626,600 |
| 2023 | 315 | $11.9M | $344,921 | $574,786 |
| 2022 | 336 | $9.9M | $331,660 | $553,283 |
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 |
|---|---|---|---|---|
| PEARCE,BEVILL,LEESBURG,MOORE,P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEARCE,BEVILL,LEESBURG,MOORE,P.C. — 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 | $81,197 | $81,197 | — | — | — |
| 2023 | $67,010 | $67,010 | — | — | — |
| 2022 | $63,955 | $63,955 | — | — | — |