# H.E.Butt Grocery Company 401(k) Plan
Source: https://planprovider.pro/companies/h-e-butt-grocery-company-401k-plan

> H.E.Butt Grocery Company's 401(k) plan: 113,055 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ernst-and-young-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/h-e-butt-grocery-company-401k-plan)

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