Plan Snapshot
- Plan Sponsor: Shaws Supermarkets INC
- Sponsor EIN: 041123420
- Sponsor Address: PO BOX 6890, BOISE, ID, 83726
- Plan Type: DB
- Total Participants: 5,418
- Total Assets: $229.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,418 | $229.6M | $11.0M | $0 |
| 2023 | 5,305 | $222.7M | $6.8M | $0 |
| 2022 | 5,215 | $229.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| CONDUENT HR SERVICES, LLC | Other Service Provider | $485,429 | — | $485,429 |
| AON CONSULTING, INC. | Other Service Provider | $348,377 | — | $348,377 |
| MFS INSTITUTIONAL ADVISORS INC | Other Service Provider | $75,455 | — | $75,455 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $72,165 | — | $72,165 |
| PIMCO | Other Service Provider | $63,190 | — | $63,190 |
| MORGAN STANLEY | Recordkeeper | $54,098 | — | $54,098 |
| SNYDER CAPITAL MANAGEMENT | Other Service Provider | $50,929 | — | $50,929 |
| WELLS CAPITAL MANAGEMENT | Other Service Provider | $50,795 | — | $50,795 |
| DELOITTE & TOUCHE LLP | Auditor | $48,000 | — | $48,000 |
| CAPITAL GUARDIAN | Other Service Provider | $26,326 | — | $26,326 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Recordkeeper
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,274,764
- Estimated Expense Ratio: 0.555% 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 | $4,106,466 | $325,390 | — | $48,000 | — |
| 2023 | $7,620,807 | $597,514 | — | $44,000 | — |
| 2022 | $4,234,426 | $496,961 | $357,934 | — | $264,515 |