Plan Snapshot
- Plan Sponsor: The Vons Companies, INC.
- Sponsor EIN: 381623900
- Sponsor Address: 5918 STONERIDGE MALL ROAD, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $135.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 341 | $135.4M | $258,919 | $4.3M |
| 2023 | 341 | $117.0M | $229,986 | $4.1M |
| 2022 | 348 | $103.4M | $235,993 | $4.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,387 | — | $27,387 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $20,348 | — | $20,348 |
| DELOITTE & TOUCHE LLP | ACCOUNTANT/AUDITOR | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- DELOITTE & TOUCHE LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,735
- Estimated Expense Ratio: 0.049% 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 | $76,550 | $49,163 | — | — | — |
| 2023 | $36,652 | $22,121 | — | — | — |
| 2022 | $57,147 | — | — | — | — |