Plan Snapshot
- Plan Sponsor: W. L. Halsey Grocery Co., INC. (D/B/A Food Service
- Sponsor EIN: 680092300
- Sponsor Address: 401 LANIER RD., MADISON, AL, 35758
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 177 | $8.9M | $156,652 | $447,668 |
| 2023 | 160 | $7.9M | $150,532 | $428,917 |
| 2022 | 153 | $6.7M | $135,713 | $381,877 |
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 |
|---|---|---|---|---|
| BLACK & PINCKARD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK & PINCKARD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $482,963 | — | $6,196 | — | — |
| 2024 | $600,558 | — | $25,252 | — | — |
| 2023 | $327,248 | — | $21,758 | — | — |
| 2022 | $20,791 | — | — | — | — |