Plan Snapshot
- Plan Sponsor: Supervalu INC.
- Sponsor EIN: 410617000
- Sponsor Address: BENEFITS DEPARTMENT - PO BOX 990, MINNEAPOLIS, MN, 554400990
- Plan Type: 401(k)
- Plan Number: 105
- Total Participants: 0
- Total Assets: $4.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $4.3B | $0 | $0 |
| 2023 | 0 | $4.2B | $0 | $0 |
| 2022 | 0 | $4.0B | $0 | $0 |
| 2020 | 0 | $5.0B | $9.9M | $0 |
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 | Recordkeeper | $1,291,197 | — | $1,291,197 |
| WILSHIRE ASSOCIATES | Recordkeeper | $1,218,897 | — | $1,218,897 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | Other Service Provider | $1,191,976 | — | $1,191,976 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $930,615 | — | $930,615 |
| PACIFIC INVESTMENT MANAGEMENT CO. | Other Service Provider | $796,367 | — | $796,367 |
| FIAM | Recordkeeper | $758,088 | — | $758,088 |
| AON CONSULTING INC. | Recordkeeper | $362,171 | — | $362,171 |
| CAPITAL GROUP | Other Service Provider | $360,835 | — | $360,835 |
| AMERIPRISE | Other Service Provider | $253,892 | — | $253,892 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $252,375 | — | $252,375 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | Investment Advisor | $224,132 | — | $224,132 |
| LIFEWORKS (US) LTD. | Other Service Provider | $207,074 | — | $207,074 |
| WELLINGTON MANAGEMENT COMPANY | Other Service Provider | $203,091 | — | $203,091 |
| WEDGE CAPITAL MANAGEMENT LLP | Other Service Provider | $176,257 | — | $176,257 |
| HOTCHKIS AND WILEY CAPITAL | Other Service Provider | $170,799 | — | $170,799 |
| NEWTON INVESTMENT MANAGEMENT | Other Service Provider | $125,809 | — | $125,809 |
| FRANKLIN TEMPLETON | Other Service Provider | $123,310 | — | $123,310 |
| BAILLIE GIFFORD | Other Service Provider | $99,637 | — | $99,637 |
| METROPOLITAN WEST ASSET MANAGEMENT | Other Service Provider | $88,087 | — | $88,087 |
| GRANT THORNTON | Other Service Provider | $87,700 | — | $87,700 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $80,069 | — | $80,069 |
| TIMESSQUARE CAPITAL MANAGEMENT | Other Service Provider | $59,606 | — | $59,606 |
| THE INFORMED MOMENTUM COMPANY LLC | Other Service Provider | $42,659 | — | $42,659 |
| DIMACO | Other Service Provider | $36,355 | — | $36,355 |
| CURCIO WEBB | Other Service Provider | $35,000 | — | $35,000 |
| BARCLAYS GLOBAL INVESTORS N.A | Other Service Provider | $14,324 | — | $14,324 |
| VISTA EQUITY PTNRS FD VI LP | Other Service Provider | $8,829 | — | $8,829 |
| FAEGRE DRINKER BIDDLE & REATH | ERISA Attorney | $8,332 | — | $8,332 |
| JELLYVISION | Other Service Provider | $7,689 | — | $7,689 |
| ISLER DARE, P.C. | Other Service Provider | $7,424 | — | $7,424 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $7,350 | — | $7,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — Recordkeeper
- WILSHIRE ASSOCIATES — Recordkeeper
- FIAM — Recordkeeper
- AON CONSULTING INC. — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMENT, LP — Investment Advisor
- FAEGRE DRINKER BIDDLE & REATH — ERISA Attorney
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,229,946
- Estimated Expense Ratio: 0.216% 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 | $9,232,651 | $6,284,039 | — | $87,700 | — |
| 2023 | $8,226,654 | $5,575,800 | — | $97,850 | — |
| 2022 | $6,529,138 | $820,783 | — | — | $2,653,721 |
| 2020 | $9,945,847 | $2,788,860 | — | $162,275 | — |