# Mitchell Grocery Corporation 401(k) Plan
Source: https://planprovider.pro/companies/mitchell-grocery-corporation-630499227-002

> Mitchell Grocery Corporation's 401(k) plan: 888 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mitchell Grocery Corporation

- **Sponsor EIN:** 630499227

- **Sponsor Address:** P.O. BOX 370, ALBERTVILLE, AL, 35950

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

- **Plan Number:** 002

- **Total Participants:** 888

- **Total Assets:** $23.8M

## 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|888|$23.8M|$502,803|$540,538|

| 2023|880|$22.1M|$499,606|$542,374|

| 2022|819|$20.3M|$527,403|$475,351|

## 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|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|Recordkeeper|$56,489|—|$56,489|

| WAVERLY ADVISORS LLC|Investment Advisor|$45,467|—|$45,467|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,956

- **Estimated Expense Ratio:** 0.428% 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|$101,956|$45,467|—|—|—|

| 2023|$125,834|$40,622|—|—|—|

| 2022|$99,543|—|$99,543|—|—|

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