Plan Snapshot
- Plan Sponsor: H.E.Butt Grocery Company
- Sponsor EIN: 740537175
- Sponsor Address: 646 SOUTH FLORES STREET, SAN ANTONIO, TX, 78204
- Plan Type: 401(k)
- Total Participants: 113,055
- Total Assets: $4.3B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 113,055 | $4.3B | $141.0M | $246.5M |
| 2023 | 104,613 | $3.8B | $129.1M | $228.9M |
| 2022 | 97,935 | $3.3B | $115.1M | $208.9M |
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 |
|---|---|---|---|---|
| CONDUENT HR SERVICES, LLC | NONE | $2,915,222 | — | $2,915,222 |
| HS MANAGEMENT PARTNERS, LLC | NONE | $212,714 | — | $212,714 |
| WCM INVESTMENT MANAGEMENT | NONE | $182,692 | — | $182,692 |
| STATE STREET GLOBAL ADVISORS | NONE | $165,008 | — | $165,008 |
| HOISINGTON | NONE | $145,546 | — | $145,546 |
| REAMS ASSET MANAGEMENT | NONE | $102,898 | — | $102,898 |
| ERNST & YOUNG | NONE | $93,298 | — | $93,298 |
| THE NORTHERN TRUST COMPANY | NONE | $31,900 | — | $31,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,849,278
- Estimated Expense Ratio: 0.089% 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 | $3,849,277 | $808,858 | $3,040,419 | — | — |
| 2023 | $5,676,956 | $2,641,212 | — | $95,420 | — |
| 2022 | $6,066,011 | $2,901,703 | — | — | — |