# New Leaf Community Markets, INC. 401(k) Plan
Source: https://planprovider.pro/companies/new-leaf-community-markets-inc-401k-plan

> New Leaf Community Markets, INC.'s 401(k) plan: 560 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Leaf Community Markets, INC.

- **Sponsor EIN:** 770077955

- **Sponsor Address:** 1101 PACIFIC AVENUE, SANTA CRUZ, CA, 95060

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

- **Total Participants:** 560

- **Total Assets:** $17.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|560|$17.1M|$501,040|$1.4M|

| 2023|484|$10.6M|$281,259|$776,062|

| 2022|502|$8.7M|$59,485|$144,986|

## 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|

| HUMAN INVESTING|ADVISOR|$31,556|—|$31,556|

| NEWPORT GROUP, INC.|RECORDKEEPER|$8,675|—|$8,675|

| APRIO, LLP|ADVISOR|$8,000|—|$8,000|

| KBF CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KBF CPAS LLP](https://planprovider.pro/provider/kbf-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,231

- **Estimated Expense Ratio:** 0.282% 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|$48,231|$39,556|$900|—|—|

| 2023|$38,617|$23,301|$1,320|—|—|

| 2022|$2,590|$1,340|$1,250|—|—|

## Similar Plans

- [Berkeley Bowl Produce INC](https://planprovider.pro/companies/berkeley-bowl-produce-inc-401k-plan) — 544 participants

- [North State Grocery, INC.](https://planprovider.pro/companies/north-state-grocery-inc-401k-plan) — 586 participants

- [Mothers Nutritional Center INC.](https://planprovider.pro/companies/mothers-nutritional-center-inc-401k-plan) — 606 participants

- [Jinon Corporation](https://planprovider.pro/companies/jinon-corporation-401k-plan) — 471 participants

- [Maass Corporation Spc](https://planprovider.pro/companies/maass-corporation-spc-dba-oliver-s-market-401k-plan) — 662 participants

- [Raley'S](https://planprovider.pro/companies/raley-s-plan-010) — 457 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-leaf-community-markets-inc-401k-plan)

© 2026 PlanProvider.Pro