Plan Snapshot
- Plan Sponsor: Stater Bros. Markets
- Sponsor EIN: 952586175
- Sponsor Address: 301 SOUTH TIPPECANOE AVE PO BOX 150, SAN BERNARDINO, CA, 92408
- Plan Type: DC
- Total Participants: 1,066
- Total Assets: $107.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,066 | $107.1M | $0 | $6.7M |
| 2023 | 949 | $99.7M | $6,588 | $6.8M |
| 2022 | 928 | $88.6M | $0 | $6.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $86,150 | — | $86,150 |
| ADVISED ASSETS GROUP, LLC | INVESTMENT MGMT | $5,495 | — | $5,495 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,645
- Estimated Expense Ratio: 0.086% 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 | $109,393 | $5,495 | — | — | — |
| 2023 | $98,367 | — | $14 | $98,353 | — |
| 2022 | $121,122 | — | $89,571 | — | $11,500 |