# Unified Grocers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/unified-grocers-inc-950615250-520

> Unified Grocers, INC.'s 401(k) plan: 977 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unified Grocers, INC.

- **Sponsor EIN:** 950615250

- **Sponsor Address:** PO BOX 22166, PORTLAND, OR, 97269

- **Plan Type:** 401(k)

- **Plan Number:** 520

- **Total Participants:** 977

- **Total Assets:** $597,565

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|977|$597,565|$0|$0|

| 2023|1,010|$587,122|$0|$0|

| 2022|1,044|$857,032|$0|$0|

## 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|

| JODY BROWN|Other Service Provider|$63,600|—|$63,600|

| KKC SERVICES, INC.|Other Service Provider|$31,313|—|$31,313|

| KERN & THOMPSON, LLC|Auditor|$15,000|—|$15,000|

| SHANNON BETZ|Other Service Provider|$14,400|—|$14,400|

| BROWN & BROWN|Other Service Provider|$13,982|—|$13,982|

| JOSEPH NEY|Other Service Provider|$12,000|—|$12,000|

| COVENANT TECHNOLOGY SOLUTIONS, INC.|Other Service Provider|$6,118|—|$6,118|

### Verified Provider Profiles

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

- [KERN & THOMPSON, LLC](https://planprovider.pro/provider/kern-and-thompson-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $156,413

- **Estimated Expense Ratio:** 26.175% 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|$162,013|$2,974|—|$26,900|—|

| 2023|$192,788|—|$69,287|$12,000|—|

| 2022|$187,169|$4,737|$72,000|—|$84,981|

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