# North State Grocery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/north-state-grocery-inc-401k-plan

> North State Grocery, INC.'s 401(k) plan: 586 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North State Grocery, INC.

- **Sponsor EIN:** 680173691

- **Sponsor Address:** PO BOX 439, COTTONWOOD, CA, 96022

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

- **Total Participants:** 586

- **Total Assets:** $16.0M

## 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|586|$16.0M|$0|$1.3M|

| 2023|561|$15.2M|$0|$1.2M|

| 2022|522|$13.7M|$0|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$51,076|—|$51,076|

| BLUE RIDGE ESOP ASSOCIATES|CONTRACT ADMIN|$43,344|—|$43,344|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$35,000|—|$35,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,229|—|$9,229|

| CAMPBELL TAYLOR WASHBURN|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $138,649

- **Estimated Expense Ratio:** 0.866% 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|$137,274|$42,854|$43,344|—|—|

| 2023|$116,509|$42,119|$26,567|—|—|

| 2022|$107,853|—|—|—|$107,853|

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