Plan Snapshot
- Plan Sponsor: Dollar General Corporation
- Sponsor EIN: 610502302
- Sponsor Address: 100 MISSION RIDGE, GOODLETTSVILLE, TN, 370722171
- Plan Type: 401(k)
- Total Participants: 194,837
- Total Assets: $824.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194,837 | $824.5M | $37.9M | $60.2M |
| 2023 | 217,948 | $722.5M | $35.8M | $57.8M |
| 2022 | 199,599 | $599.7M | $35.2M | $56.3M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | RECORD KEEPER | $1,051,621 | — | $1,051,621 |
| VOYA RETIREMENT ADVISORS | CONTRACTUAL | $809,002 | — | $809,002 |
| PRISMA NASHVILLE LLC | NONE | $89,291 | — | $89,291 |
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS — CONTRACTUAL
- LBMC PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,949,914
- Estimated Expense Ratio: 0.236% 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 | $1,949,914 | $809,002 | $159,800 | — | — |
| 2023 | $1,737,600 | $680,945 | $156,850 | — | — |
| 2022 | $1,691,540 | — | — | — | — |