Southeastern Grocers 401(K) Savings Plan — Form 5500 plan (Southeastern Grocers LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southeastern Grocers 401(K) Savings Plan is a benefit plan reported by Southeastern Grocers LLC under EIN 52-2260130 and plan number 001. The latest loaded filing year is 2023. The filing reports 35,249 participants and $914,148,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeastern Grocers LLC
- EIN
- 52-2260130
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 35,249
- End-of-year plan assets
- $914,148,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35,249 | H, C | 20241011134632NAL0022865121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $914,148,829
- Total liabilities (EOY)
- $171
- Net assets (EOY)
- $914,148,658
- Net assets (BOY)
- $836,939,435
Income & contributions
- Employer contributions
- $13,299,359
- Participant contributions
- $27,590,393
- Total contributions
- $42,400,483
- Total income / additions
- $184,712,677
Expenses & distributions
- Benefits paid
- $106,559,399
- Administrative expenses
- $919,539
- Total expenses
- $107,503,454
- Net increase / (decrease)
- $77,209,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $595,162 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $198,263 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | ADVISOR/CONSULTANT | $127,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeastern Grocers LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation