# Publix Super Markets, INC. 401(k) Plan
Source: https://planprovider.pro/companies/publix-super-markets-inc-401k-plan

> Publix Super Markets, INC.'s 401(k) plan: 209,120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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