# Stater Bros. Markets DC Plan
Source: https://planprovider.pro/companies/stater-bros-markets-plan-005

> Stater Bros. Markets's DC plan: 1,066 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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