Plan Snapshot
- Plan Sponsor: Green Valley Grocery 401k
- Sponsor EIN: 880149656
- Sponsor Address: 160 N. STEPHANIE ST., HENDERSON, NV, 89074
- Plan Type: 401(k)
- Total Participants: 798
- Total Assets: $4.8M
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 | 798 | $4.8M | $134,819 | $534,849 |
| 2023 | 722 | $4.8M | $140,830 | $549,029 |
| 2022 | 575 | $3.9M | $145,752 | $539,378 |
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 |
|---|---|---|---|---|
| VELEZ & HARDY LLC | 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 |
|---|---|---|---|---|---|
| 2024 | $20,004 | $12,384 | — | — | — |
| 2023 | $18,839 | $8,289 | — | — | — |
| 2022 | $16,450 | — | — | — | — |