Plan Snapshot
- Plan Sponsor: Safeway Insurance Company
- Sponsor EIN: 362497730
- Sponsor Address: 790 PASQUINELLI DRIVE, WESTMONT, IL, 605591254
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $118.5M
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 | 476 | $118.5M | $4.4M | $2.4M |
| 2023 | 449 | $112.0M | $3.4M | $2.3M |
| 2022 | 440 | $100.5M | $3.8M | $2.3M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | ACCOUNTANT | $55,252 | — | $55,252 |
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $18,730 | — | $18,730 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,982
- Estimated Expense Ratio: 0.062% 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 | $77,524 | — | — | $55,252 | — |
| 2023 | $74,795 | — | — | $54,595 | — |
| 2022 | $166,358 | — | — | — | — |