# Southeastern Grocers LLC 401(k) Plan
Source: https://planprovider.pro/companies/southeastern-grocers-llc-401k-plan-001

> Southeastern Grocers LLC's 401(k) plan: 21,770 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CREATIVE PLANNING HOLDCO, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southeastern-grocers-llc-401k-plan-001)

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