Plan Snapshot
- Plan Sponsor: The Fred W. Albrecht Grocery Company
- Sponsor EIN: 340060050
- Sponsor Address: 2700 GILCHRIST ROAD, AKRON, OH, 44305
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $45.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 167 | $45.1M | $536,956 | $1.0M |
| 2023 | 173 | $45.1M | $460,426 | $986,511 |
| 2022 | 149 | $41.1M | $486,461 | $1.1M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Recordkeeper | $13,139 | — | $13,139 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,139
- Estimated Expense Ratio: 0.029% 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 | $17,079 | $17,079 | — | — | — |
| 2023 | $16,006 | $13,453 | — | — | — |
| 2022 | $17,262 | — | — | — | — |