# Grocery Outlet INC. 401(k) Plan
Source: https://planprovider.pro/companies/grocery-outlet-inc-401k-plan

> Grocery Outlet INC.'s 401(k) plan: 983 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grocery Outlet INC.

- **Sponsor EIN:** 941513561

- **Sponsor Address:** 5650 HOLLIS STREET, EMERYVILLE, CA, 94608

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

- **Total Participants:** 983

- **Total Assets:** $130.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|983|$130.5M|$6.6M|$7.3M|

| 2023|868|$114.9M|$11,558|$6.7M|

| 2022|751|$98.7M|$7.2M|$5.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$85,377|—|$85,377|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$62,377|—|$62,377|

| MOSS ADAMS LLP|ACCOUNTANT/AUDITOR|$32,550|—|$32,550|

| BAKER TILLY US LLP|Auditor|$32,550|—|$32,550|

| STRATEGIC ADVISORS, INC.|ADVISOR|$31,601|—|$31,601|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $244,455

- **Estimated Expense Ratio:** 0.187% 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|$214,211|$93,978|—|$32,550|—|

| 2023|$205,278|$66,023|—|$65,100|—|

| 2022|$202,472|$25,212|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/grocery-outlet-inc-401k-plan)

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