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: 1,667
- Total Assets: $36.2M
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 | 1,667 | $36.2M | $823,435 | $2.3M |
| 2023 | 1,245 | $28.9M | $762,657 | $2.0M |
| 2022 | 1,377 | $24.3M | $599,742 | $1.9M |
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 | $25,160 | — | $25,160 |
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: $25,160
- Estimated Expense Ratio: 0.070% 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 | $107,562 | $13,111 | $300 | $25,160 | — |
| 2023 | $110,479 | $11,145 | — | $14,990 | — |
| 2022 | $135,070 | $9,974 | — | — | — |