# Wakefern Food Corp. 401(k) Plan
Source: https://planprovider.pro/companies/wakefern-food-corp-401k-plan

> Wakefern Food Corp.'s 401(k) plan: 1,937 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wakefern Food Corp.

- **Sponsor EIN:** 221434516

- **Sponsor Address:** 5000 RIVERSIDE DRIVE, KEASBEY, NJ, 08832

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

- **Total Participants:** 1,937

- **Total Assets:** $478.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,937|$478.5M|$9.0M|$18.4M|

| 2023|1,897|$430.9M|$9.1M|$18.0M|

| 2022|1,834|$362.3M|$8.4M|$17.1M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$196,066|—|$196,066|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$95,879|—|$95,879|

| NEWPORT CAPITAL GROUP|CONSULTING|$48,692|—|$48,692|

| WITHUM SMITH & BROWN|ACCOUNTANT/AUDITOR|$38,502|—|$38,502|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WITHUM SMITH & BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $379,139

- **Estimated Expense Ratio:** 0.079% 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|$375,214|$196,066|—|$38,502|—|

| 2023|$335,971|$189,773|—|$33,822|—|

| 2022|$7,144|$179,786|—|—|—|

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