# Northeast Grocery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/northeast-grocery-inc-401k-plan-001

> Northeast Grocery, INC.'s 401(k) plan: 17,703 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northeast Grocery, INC.

- **Sponsor EIN:** 863693178

- **Sponsor Address:** 461 NOTT STREET, SCHENECTADY, NY, 12308

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

- **Total Participants:** 17,703

- **Total Assets:** $552.7M

## 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|17,703|$552.7M|$14.9M|$21.5M|

| 2023|14,592|$491.5M|$11.9M|$20.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$227,131|—|$227,131|

| CAPFINANCIAL PARTNERS , LLC|INVESTMENT ADVISOR|$87,938|—|$87,938|

| STRATEGIC ADVISORS, INC.|ADVISOR|$79,311|—|$79,311|

| HARTER SECREST & EMERY LLP|ATTORNEY/LEGAL|$24,848|—|$24,848|

| TEAL, BECKER & CHIARAMONTE CPA'S P|ACCOUNTANT/AUDITOR|$9,500|—|$9,500|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HARTER SECREST & EMERY LLP](https://planprovider.pro/provider/harter-secrest-and-emery-llp) — ATTORNEY/LEGAL

- [TEAL, BECKER & CHIARAMONTE CPA'S P](https://planprovider.pro/provider/teal-becker-and-chiaramonte-cpas-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $428,728

- **Estimated Expense Ratio:** 0.078% 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|$428,727|$167,248|—|$9,500|—|

| 2023|$292,496|$109,668|$2,400|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northeast-grocery-inc-401k-plan-001)

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