Plan Snapshot
- Plan Sponsor: Grocery Services, INC.
- Sponsor EIN: 760365059
- Sponsor Address: 6750 LONG POINT ROAD, HOUSTON, TX, 77055
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $2.9M
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 | 142 | $2.9M | $253,624 | $204,473 |
| 2023 | 130 | $2.8M | $248,238 | $204,273 |
| 2022 | 124 | $2.1M | $100,411 | $145,889 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $29,934 | — | $29,934 |
| HARPER AND PEARSON COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- HARPER AND PEARSON COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,934
- Estimated Expense Ratio: 1.016% 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 | $29,935 | — | — | — | — |
| 2023 | $25,824 | — | — | — | — |
| 2022 | $9,859 | — | — | — | — |