Plan Snapshot
- Plan Sponsor: Fox Brothers Piggly Wiggly
- Sponsor EIN: 391611134
- Sponsor Address: 505 COTTONWOOD AVENUE, HARTLAND, WI, 53029
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 462
- Total Assets: $9.4M
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. |
|---|---|---|---|---|
| 2025 | 462 | $9.4M | $0 | $0 |
| 2024 | 421 | $9.0M | $77,231 | $633,869 |
| 2023 | 361 | $7.3M | $76,609 | $558,480 |
| 2022 | 348 | $6.6M | $81,584 | $519,007 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE | Recordkeeper | $52,552 | — | $52,552 |
| TRANSAMERICA FINANCIAL | Other Service Provider | $31,637 | — | $31,637 |
| SBHU/MORGAN STANLEY SMITH BARNEY | Other Service Provider | — | $16,929 | $16,929 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,118
- Estimated Expense Ratio: 1.073% 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 |
|---|---|---|---|---|---|
| 2025 | $1,745,187 | — | $86,495 | — | — |
| 2024 | $76,279 | — | $76,279 | — | — |
| 2023 | $62,339 | — | $62,339 | — | — |
| 2022 | $62,875 | — | $62,875 | — | — |