Plan Snapshot
- Plan Sponsor: Spartannash Company
- Sponsor EIN: 380593940
- Sponsor Address: P.O. BOX 8700, GRAND RAPIDS, MI, 49518
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 20,246
- Total Assets: $745.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 20,246 | $745.2M | $0 | $0 |
| 2024 | 16,791 | $709.5M | $12.6M | $28.2M |
| 2023 | 33,324 | $651.2M | $13.3M | $29.3M |
| 2022 | 26,864 | $566.2M | $13.0M | $28.3M |
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 INV INST OPERATIONS | Recordkeeper | $379,081 | — | $379,081 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $287,222 | — | $287,222 |
| REHMANN ROBSON | Auditor | $20,250 | — | $20,250 |
| CAPTRUST | Other Service Provider | $11,062 | — | $11,062 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $697,615
- Estimated Expense Ratio: 0.094% 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 |
|---|---|---|---|---|---|
| 2025 | $119,703,711 | $287,222 | $900 | $20,250 | — |
| 2024 | $797,350 | $379,229 | — | $18,224 | — |
| 2023 | $816,282 | $348,985 | — | $21,039 | — |
| 2022 | $798,987 | — | — | — | — |