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

> Southeastern Grocers LLC's 401(k) plan: 26,424 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Southeastern Grocers LLC

- **Sponsor EIN:** 522260130

- **Sponsor Address:** 8928 PROMINENCE PARKWAY, JACKSONVILLE, FL, 32256

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

- **Total Participants:** 26,424

- **Total Assets:** $914.1M

## 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.|

| 2023|26,424|$914.1M|$13.3M|$27.6M|

| 2022|30,611|$836.9M|$13.6M|$28.1M|

## 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|$1,190,324|—|$1,190,324|

| STRATEGIC ADVISORS, INC.|ADVISOR|$396,526|—|$396,526|

| CREATIVE PLANNING, LLC|ADVISOR/CONSULTANT|$255,000|—|$255,000|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### 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, LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR/CONSULTANT

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,841,850

- **Estimated Expense Ratio:** 0.201% 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|

| 2023|$919,539|$262,013|$2,700|—|—|

| 2022|$1,043,677|$213,251|—|—|—|

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

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