Plan Snapshot
- Plan Sponsor: The Kroger Co.
- Sponsor EIN: 310345740
- Sponsor Address: 1014 VINE ST, CINCINNATI, OH, 452021141
- Plan Type: 401(k)
- Plan Number: 009
- Total Participants: 0
- Total Assets: $10.1B
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 | $10.1B | $0 | $0 |
| 2023 | 0 | $10.8B | $0 | $0 |
| 2022 | 0 | $9.6B | $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 |
|---|---|---|---|---|
| WELLS CAPITAL MANAGEMENT | Other Service Provider | $1,434,953 | — | $1,434,953 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $1,387,305 | — | $1,387,305 |
| LSV ASSET MANAGEMENT | Other Service Provider | $1,191,477 | — | $1,191,477 |
| LOOMIS SAYLES | Other Service Provider | $918,398 | — | $918,398 |
| AMERICAN CENTURY INVESTMENT MGMT | Other Service Provider | $886,016 | — | $886,016 |
| DODGE & COX INC. | Other Service Provider | $682,453 | — | $682,453 |
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $643,347 | — | $643,347 |
| VOYA INSTITUTIONAL PLAN SERVICES | Other Service Provider | $637,448 | — | $637,448 |
| NORTHERN TRUST COMPANY | Other Service Provider | $629,972 | — | $629,972 |
| NEPC, LLC | Recordkeeper | $614,142 | — | $614,142 |
| T ROWE PRICE STABLE ASSET MGMT INC. | Other Service Provider | $560,386 | — | $560,386 |
| POLEN CAPITAL MANAGEMENT | Other Service Provider | $538,783 | — | $538,783 |
| PACIFIC INVESTMENT MANAGEMENT CO. | Other Service Provider | $486,124 | — | $486,124 |
| INSIGHT NORTH AMERICA LLC | Other Service Provider | $459,353 | — | $459,353 |
| ARISTOTLE CAPITAL MANAGMENT | Other Service Provider | $388,055 | — | $388,055 |
| PACIFIC LIFE INSURANCE | Other Service Provider | $341,516 | — | $341,516 |
| MACQUARIE INVESTMENT MANAGEMENT ADV | Other Service Provider | $315,766 | — | $315,766 |
| BANK OF AMERICA CORP. | Other Service Provider | $189,564 | — | $189,564 |
| THE PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $65,037 | — | $65,037 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $26,246 | — | $26,246 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- NEPC, LLC — Recordkeeper
- THE PRUDENTIAL INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,396,341
- Estimated Expense Ratio: 0.123% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |