Plan Snapshot
- Plan Sponsor: The Save Mart Companies
- Sponsor EIN: 941245496
- Sponsor Address: 1800 STANDIFORD AVENUE, MODESTO, CA, 953500180
- Plan Type: 401(k)
- Total Participants: 11,855
- Total Assets: $993.0M
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 | 11,855 | $993.0M | $4.6M | $26.4M |
| 2023 | 12,693 | $949.8M | $4.9M | $27.2M |
| 2022 | 13,954 | $880.2M | $5.8M | $31.2M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,039,540 | $71,914 | $967,626 | — | — |
| 2023 | $1,112,293 | $69,525 | $1,042,768 | — | — |
| 2022 | $1,226,883 | $128,750 | $1,090,833 | — | $7,300 |