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
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | $20.2M | $0 | $0 |
| 2023 | 1 | $17.5M | $0 | $0 |
| 2022 | 1 | $14.7M | $3,984 | $16,721 |
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 | $24,190 | — | $24,190 |
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: $24,190
- Estimated Expense Ratio: 0.120% 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 | $41,207 | $801 | — | $24,190 | — |
| 2023 | $40,904 | $798 | — | $23,000 | — |
| 2022 | $17,563 | $1,377 | — | — | — |