# The Save Mart Companies 401(k) Plan
Source: https://planprovider.pro/companies/the-save-mart-companies-401k-plan

> The Save Mart Companies's 401(k) plan: 11,855 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$944,755|—|$944,755|

| CREATIVE PLANNING, LLC|CONTRACT ADMINISTRATOR|$94,785|—|$94,785|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — CONTRACT ADMINISTRATOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,039,540

- **Estimated Expense Ratio:** 0.105% 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|$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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-save-mart-companies-401k-plan)

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