# Simply Good Foods Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/simply-good-foods-usa-inc-401k-plan

> Simply Good Foods Usa, INC.&#39;s 401(k) plan: 258 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simply Good Foods Usa, INC.

- **Sponsor EIN:** 133587994

- **Sponsor Address:** 1225 17TH STREET, SUITE 1000, DENVER, CO, 80202

- **Plan Type:** 401(k)

- **Total Participants:** 258

- **Total Assets:** $36.9M

## 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|258|$36.9M|$1.4M|$3.3M|

| 2023|256|$35.3M|$1.4M|$3.1M|

| 2022|249|$29.8M|$1.2M|$2.9M|

## 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|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$146,659|$75,843|—|—|—|

| 2023|$94,231|$53,949|—|—|—|

| 2022|$86,041|—|$86,041|—|—|

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