Plan Snapshot
- Plan Sponsor: Grocery Delivery E-Services, INC.
- Sponsor EIN: 455349819
- Sponsor Address: 28 LIBERTY STREET, NEW YORK, NY, 10005
- Plan Type: 401(k)
- Total Participants: 8,838
- Total Assets: $105.6M
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 | 8,838 | $105.6M | $9.7M | $19.5M |
| 2023 | 9,452 | $75.7M | $8.4M | $16.9M |
| 2022 | 7,867 | $44.3M | $6.7M | $13.5M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $529,025 | $59 | $529,084 |
| CREATIVE PLANNING HOLD CO, LLC | SERVICE PROVIDER | — | $45,417 | $45,417 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $35,675 | — | $35,675 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLD CO, LLC — SERVICE PROVIDER
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $610,176
- Estimated Expense Ratio: 0.578% 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 | $569,211 | $45,757 | $494,854 | — | — |
| 2023 | $387,000 | $23,084 | $339,916 | — | — |
| 2022 | $257,879 | — | — | — | — |