Plan Snapshot
- Plan Sponsor: The Kroger Co
- Sponsor EIN: 310345740
- Sponsor Address: 1014 VINE ST, CINCINNATI, OH, 452021141
- Plan Type: 401(k)
- Plan Number: 008
- Total Participants: 0
- Total Assets: $2.4B
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 | $2.4B | $0 | $0 |
| 2023 | 0 | $2.5B | $0 | $0 |
| 2022 | 0 | $2.5B | $0 | $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 |
|---|---|---|---|---|
| ALIGHT | Other Service Provider | $1,183,964 | — | $1,183,964 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $770,573 | — | $770,573 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $665,575 | — | $665,575 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $602,520 | — | $602,520 |
| PATHWAY CAPITAL MANAGEMENT LP | Other Service Provider | $477,618 | — | $477,618 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $396,905 | — | $396,905 |
| MERCER | Actuary | $367,783 | — | $367,783 |
| BANK OF NEW YORK MELLON | Custodian / Trustee | $316,327 | — | $316,327 |
| NEPC, LLC | Recordkeeper | $231,250 | — | $231,250 |
| BLACKROCK INSTITUTIONAL TRUST CO | Actuary | $195,570 | — | $195,570 |
| LOOMIS INTER CRED DISCIPLINED ALPHA | Other Service Provider | $133,876 | — | $133,876 |
| BLACKSTONE RE PARTNERS EUR V | Other Service Provider | $91,678 | — | $91,678 |
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $74,000 | — | $74,000 |
| INSTITUTIONAL SHAREHOLDER SERVICES | Other Service Provider | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,514,639
- Estimated Expense Ratio: 0.228% 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 | $7,085,900 | $5,215,127 | — | — | — |
| 2023 | $7,002,924 | $5,360,045 | — | — | — |
| 2022 | $8,802,318 | $6,471,073 | — | — | — |