Plan Snapshot
- Plan Sponsor: Nugget Market, INC.
- Sponsor EIN: 941675108
- Sponsor Address: 311 MACE BOULEVARD, DAVIS, CA, 95618
- Plan Type: 401(k)
- Total Participants: 1,778
- Total Assets: $126.0M
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 | 1,778 | $126.0M | $3.5M | $6.8M |
| 2023 | 1,676 | $111.4M | $3.0M | $5.8M |
| 2022 | 1,588 | $92.9M | $2.8M | $5.6M |
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 O | RECORDKEEPER | $173,299 | — | $173,299 |
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $113,016 | — | $113,016 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $14,047 | — | $14,047 |
| 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: $300,362
- Estimated Expense Ratio: 0.238% 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 | $300,812 | $127,063 | — | — | — |
| 2023 | $254,160 | $105,336 | — | — | — |
| 2022 | $259,531 | $103,473 | $156,058 | — | — |