# Fox Brothers Piggly Wiggly 401(k) Plan
Source: https://planprovider.pro/companies/fox-brothers-piggly-wiggly-401k-plan

> Fox Brothers Piggly Wiggly's 401(k) plan: 421 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fox Brothers Piggly Wiggly

- **Sponsor EIN:** 391611134

- **Sponsor Address:** 505 COTTONWOOD AVENUE, HARTLAND, WI, 53029

- **Plan Type:** 401(k)

- **Total Participants:** 421

- **Total Assets:** $9.0M

## 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|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|

| TRANSAMERICA FINANCIAL|NONE|$69,403|—|$69,403|

| SBHU/MORGAN STANLEY SMITH BARNEY|NONE|—|$35,938|$35,938|

| PPG RETIREMENT PLAN SERVICES|NONE|$6,876|$227|$7,103|

| VRAKAS, SC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL](https://planprovider.pro/provider/transamerica) — NONE

- [SBHU/MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [VRAKAS, SC](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $112,444

- **Estimated Expense Ratio:** 1.244% 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|$76,279|—|$76,279|—|—|

| 2023|$62,339|—|$62,339|—|—|

| 2022|$62,875|—|$62,875|—|—|

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