Plan Snapshot
- Plan Sponsor: Performance Food Group, INC.
- Sponsor EIN: 840629503
- Sponsor Address: 12500 WEST CREEK PARKWAY, RICHMOND, VA, 23238
- Plan Type: 401(k)
- Total Participants: 35,047
- Total Assets: $1.9B
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 | 35,047 | $1.9B | $57.1M | $122.0M |
| 2023 | 33,981 | $1.7B | $50.3M | $114.4M |
| 2022 | 31,690 | $1.4B | $51.1M | $103.3M |
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 | $1,028,129 | — | $1,028,129 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $795,552 | — | $795,552 |
| CAPTRUST | Investment Advisor | $85,616 | — | $85,616 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- CAPTRUST — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,909,297
- Estimated Expense Ratio: 0.101% 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 | $1,909,297 | $795,552 | $5,700 | — | — |
| 2023 | $1,912,841 | $830,030 | $7,200 | — | — |
| 2022 | $1,884,171 | $686,975 | — | — | — |