Plan Snapshot
- Plan Sponsor: C&S Wholesale Grocers, INC.
- Sponsor EIN: 041140950
- Sponsor Address: 7 CORPORATE DRIVE, KEENE, NH, 03431
- Plan Type: 401(k)
- Total Participants: 10,534
- Total Assets: $670.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,534 | $670.5M | $14.8M | $30.6M |
| 2023 | 11,041 | $574.6M | $13.8M | $28.9M |
| 2022 | 12,135 | $489.3M | $13.1M | $27.2M |
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 |
|---|---|---|---|---|
| HAM, LANGSTON&BREZINA, LLP | Auditor | $27,767 | — | $27,767 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAM, LANGSTON&BREZINA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,767
- 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 | $1,313,994 | $464,385 | $300 | $27,767 | — |
| 2023 | $1,206,845 | $288,742 | $300 | $24,065 | — |
| 2022 | $1,155,475 | $804,590 | — | — | — |