Plan Snapshot
- Plan Sponsor: Eg Retail (America) LLC
- Sponsor EIN: 824682572
- Sponsor Address: 165 FLANDERS ROAD, WESTBOROUGH, MA, 01581
- Plan Type: 401(k)
- Total Participants: 16,690
- Total Assets: $337.9M
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 | 16,690 | $337.9M | $5.3M | $17.4M |
| 2023 | 14,446 | $317.3M | $15.5M | $28.4M |
| 2022 | 15,056 | $267.0M | $15.2M | $26.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $528,318 | — | $528,318 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $114,971 | — | $114,971 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $643,289
- Estimated Expense Ratio: 0.190% 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 | $643,289 | $114,971 | $300 | — | — |
| 2023 | $810,320 | $127,416 | $600 | — | — |
| 2022 | $737,803 | $130,463 | — | — | — |