# Inserra Supermarkets, INC. 401(k) Plan
Source: https://planprovider.pro/companies/inserra-supermarkets-inc-401k-plan

> Inserra Supermarkets, INC.&#39;s 401(k) plan: 432 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inserra Supermarkets, INC.

- **Sponsor EIN:** 221710174

- **Sponsor Address:** 20 RIDGE ROAD, MAHWAH, NJ, 07430

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

- **Total Participants:** 432

- **Total Assets:** $74.9M

## 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|432|$74.9M|$890,536|$2.4M|

| 2023|394|$65.2M|$789,166|$2.3M|

| 2022|286|$55.9M|$758,782|$1.7M|

## 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|$65,355|—|$65,355|

| EQUITABLE ADVISORS LLC|ADVISOR|$34,552|—|$34,552|

| STRATEGIC ADVISORS, INC.|ADVISOR|$23,978|—|$23,978|

| GELTRUDE & COMPANY, LLC|Auditor|—|—|$0|

### 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

- [EQUITABLE ADVISORS LLC](https://planprovider.pro/provider/equitable) — ADVISOR

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

- [GELTRUDE & COMPANY, LLC](https://planprovider.pro/provider/geltrude-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $123,885

- **Estimated Expense Ratio:** 0.165% 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|$123,885|$58,530|—|—|—|

| 2023|-$38,398|$49,839|—|—|—|

| 2022|-$21,919|$30,969|—|—|—|

## Similar Plans

- [Brown'S Super Stores, INC.](https://planprovider.pro/companies/brown-s-super-stores-inc-401k-plan) — 357 participants

- [Saker Shoprites, INC.](https://planprovider.pro/companies/saker-shoprites-inc-plan-106) — 631 participants

- [Village Super Market, INC.](https://planprovider.pro/companies/village-super-market-inc-401k-plan) — 679 participants

- [Saker Shoprites, INC.](https://planprovider.pro/companies/saker-shoprites-inc-401k-plan) — 707 participants

- [Local 360 Labor-Management Pension Fund](https://planprovider.pro/companies/local-360-labor-management-pension-fund-plan) — 1,240 participants

- [Local 360 401(K) And Severance Plan](https://planprovider.pro/companies/local-360-401-k-and-severance-plan-plan) — 1,641 participants

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

&copy; 2026 PlanProvider.Pro
