Plan Snapshot
- Plan Sponsor: North State Grocery, INC.
- Sponsor EIN: 680173691
- Sponsor Address: PO BOX 439, COTTONWOOD, CA, 96022
- Plan Type: DC
- Total Participants: 583
- Total Assets: $100.7M
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 | 583 | $100.7M | $1.2M | $0 |
| 2023 | 556 | $97.3M | $4.0M | $0 |
| 2022 | 525 | $80.3M | $4.7M | $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 |
|---|---|---|---|---|
| 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: $0
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 | $12,188 | — | $12,188 | — | — |
| 2023 | $15,230 | — | — | — | — |
| 2022 | $13,205 | — | — | — | $13,205 |