Plan Snapshot
- Plan Sponsor: Southeastern Grocers LLC
- Sponsor EIN: 271845190
- Sponsor Address: 8928 PROMINENCE PARKWAY, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 21,770
- Total Assets: $941.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 21,770 | $941.2M | $10.9M | $22.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $553,401 | — | $553,401 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $181,925 | — | $181,925 |
| CREATIVE PLANNING HOLDCO, LLC | INVESTMENT ADVISOR | $84,990 | — | $84,990 |
| FORVIS MAZARS, LLP | CONSULTANT | $55,125 | — | $55,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CREATIVE PLANNING HOLDCO, LLC — INVESTMENT ADVISOR
- FORVIS MAZARS, LLP — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $875,441
- Estimated Expense Ratio: 0.093% 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 | $873,949 | $266,915 | $3,000 | $55,125 | — |