Plan Snapshot
- Plan Sponsor: Publix Super Markets, INC.
- Sponsor EIN: 590324412
- Sponsor Address: 3300 PUBLIX CORPORATE PARKWAY, LAKELAND, FL, 338113311
- Plan Type: 401(k)
- Total Participants: 209,120
- Total Assets: $8.1B
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 | 209,120 | $8.1B | $49.9M | $347.9M |
| 2023 | 197,102 | $6.6B | $47.7M | $324.4M |
| 2022 | 184,674 | $6.1B | $45.8M | $309.3M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | RECORDKEEPER | $2,479,303 | — | $2,479,303 |
| STATE STREET GLOBAL ADVISORS TRUST | INVESTMENT MANAGER | $436,346 | — | $436,346 |
| KPMG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,915,649
- Estimated Expense Ratio: 0.036% 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 | $2,479,303 | — | $2,479,303 | — | — |
| 2023 | $2,283,079 | — | $2,283,079 | — | — |
| 2022 | $2,136,769 | — | $2,136,769 | — | — |