Plan Snapshot
- Plan Sponsor: Fareway Stores, INC.
- Sponsor EIN: 420240920
- Sponsor Address: 8800 NW 62ND AVENUE, JOHNSTON, IA, 50131
- Plan Type: 401(k)
- Total Participants: 5,926
- Total Assets: $401.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,926 | $401.4M | $4.2M | $20.8M |
| 2023 | 5,643 | $359.8M | $3.9M | $19.7M |
| 2022 | 5,308 | $304.2M | $3.5M | $17.9M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $534,225 | $243,750 | — | — | — |
| 2023 | $425,801 | $243,750 | — | — | — |
| 2022 | $483,985 | $243,750 | — | — | $6,000 |