Plan Snapshot
- Plan Sponsor: Ukrop'S Super Markets, INC.
- Sponsor EIN: 540967106
- Sponsor Address: 2001 MAYWILL STREET, SUITE 100, RICHMOND, VA, 232300000
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $39.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 399 | $39.9M | $591,206 | $981,893 |
| 2023 | 369 | $34.6M | $256,819 | $860,775 |
| 2022 | 364 | $30.7M | $243,325 | $799,511 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | AUDITOR | $15,800 | — | $15,800 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | ADMINISTRATOR | $13,889 | — | $13,889 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — AUDITOR
- JOHN HANCOCK RETIREMENT PLAN SERVIC — ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,689
- Estimated Expense Ratio: 0.074% 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 | $35,818 | $20,018 | — | — | — |
| 2023 | $32,896 | $20,896 | — | — | — |
| 2022 | $30,139 | $19,139 | — | — | $11,000 |