# Vallarta Supermarkets 401(k) Plan
Source: https://planprovider.pro/companies/vallarta-supermarkets-401k-plan

> Vallarta Supermarkets's 401(k) plan: 1,605 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vallarta Supermarkets

- **Sponsor EIN:** 954704083

- **Sponsor Address:** 10147 N. SAN FERNANDO ROAD, PACOIMA, CA, 91331

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

- **Total Participants:** 1,605

- **Total Assets:** $4.8M

## 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|1,605|$4.8M|$0|$422,998|

| 2023|1,456|$4.3M|$0|$316,229|

| 2022|1,338|$3.6M|$0|$321,571|

## 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|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$44,747|—|$44,747|

| MERRILL LYNCH LIFE AGENCY INC|INVESTMENT ADVISORY|$21,173|—|$21,173|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY INC](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $65,920

- **Estimated Expense Ratio:** 1.369% 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|$65,920|$21,173|—|—|—|

| 2023|$55,723|$17,613|—|—|—|

| 2022|$52,127|$16,492|—|—|—|

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

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