Plan Snapshot
- Plan Sponsor: Thrifty Drug Stores INC.
- Sponsor EIN: 410907427
- Sponsor Address: 6701 EVENSTAD DRIVE, MAPLE GROVE, MN, 55369
- Plan Type: DC
- Total Participants: 1,350
- Total Assets: $80.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,350 | $80.3M | $0 | $6.2M |
| 2023 | 1,293 | $70.9M | $0 | $6.0M |
| 2022 | 1,280 | $59.1M | $0 | $5.7M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR | $34,840 | — | $34,840 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,259 | — | $18,259 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,438 | — | $7,438 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,537
- Estimated Expense Ratio: 0.075% 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 | $60,537 | $53,099 | — | — | — |
| 2023 | $70,506 | $64,037 | — | — | — |
| 2022 | $66,171 | $27,971 | — | — | — |