# Fareway Stores, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/fareway-stores-inc-420240920-504

> Fareway Stores, INC.'s Health & Welfare plan: 2,460 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Fareway Stores, INC.

- **Sponsor EIN:** 420240920

- **Sponsor Address:** 8800 NW 62ND AVE., JOHNSTON, IA, 50131

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 2,460

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2,460|$2.7M|$0|$0|

| 2024|2,478|$2.5M|$24.2M|$9.7M|

| 2023|2,375|$1.8M|$19.8M|$8.9M|

| 2022|2,337|$1.8M|$20.2M|$8.6M|

## 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|

## 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|

| 2025|$34,061,673|—|$1,899,916|—|—|

| 2024|$1,877,065|—|$1,877,065|—|—|

| 2023|$1,707,438|—|$1,707,438|—|—|

| 2022|$1,487,921|—|$1,487,921|—|—|

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