# Indiana Grocery Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/indiana-grocery-group-llc-401k-plan

> Indiana Grocery Group, LLC's 401(k) plan: 1,700 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Indiana Grocery Group, LLC

- **Sponsor EIN:** 821621364

- **Sponsor Address:** 2244 45TH STREET, HIGHLAND, IN, 46322

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

- **Total Participants:** 1,700

- **Total Assets:** $26.1M

## 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|1,700|$26.1M|$449,792|$1.3M|

| 2023|1,671|$23.7M|$419,456|$1.2M|

| 2022|1,598|$19.9M|$422,599|$1.1M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$93,478|—|$93,478|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR|$36,000|—|$36,000|

| SWARTZ, RETSON & CO, P. C.|AUDITOR|$12,063|—|$12,063|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $141,541

- **Estimated Expense Ratio:** 0.541% 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|$141,707|$36,000|—|$12,063|—|

| 2023|$138,559|$36,000|—|$23,062|—|

| 2022|$113,748|$34,799|—|—|—|

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