Plan Snapshot
- Plan Sponsor: Meijer, INC.
- Sponsor EIN: 381274536
- Sponsor Address: PO BOX 2281, GRAND RAPIDS, MI, 495012281
- Plan Type: 401(k)
- Plan Number: 213
- Total Participants: 0
- Total Assets: $214.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $214.9M | $0 | $0 |
| 2023 | 0 | $2.6B | $0 | $0 |
| 2022 | 0 | $2.6B | $0 | $0 |
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 |
|---|---|---|---|---|
| FALCON INVESTMENT ADVISORS LLC | Investment Advisor | $83,831 | $486,942 | $570,773 |
| LEGAL & GENERAL INVESTMENT MGT AMER | Investment Advisor | $373,410 | — | $373,410 |
| AUDAX MANAGEMENT COMPANY (NY), LLC | Investment Advisor | $199,315 | — | $199,315 |
| WELLS FARGO | Custodian / Trustee | $183,743 | — | $183,743 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,327,241
- Estimated Expense Ratio: 0.618% 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 | $1,910,748 | $1,727,005 | — | — | — |
| 2023 | $3,117,457 | $2,848,676 | — | — | — |
| 2022 | $4,085,589 | $3,914,432 | — | — | $171,157 |