Plan Ledger DOL Form 5500 · updated monthly

Green Valley Grocery 401K401(k)

GREEN VALLEY GROCERY 401(K) RETIREMENT PLAN · HENDERSON, NV · plan year 2023

Reported admin expense ratio · 2023
0.43%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Green Valley Grocery 401K reported $18,839 in plan administrative expenses for 2023: 0.43% of average plan assets, below the peer median. Employer contributions averaged $195 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.40% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Nevada (289th of 437), and 3,802nd of 5,215 in retail trade. In 2023, employees put in $3.90 for every $1.00 the employer contributed; active participation has grown from 575 to 722 since 2022.

Plan summary
Net assets, end of year$4,842,550
Participants with balances193
Active participants722
Employer contributions$140,830
Employee contributions$549,029
Employer contribution per active participant$195
Average account balance$25,091
Benefits paid to participants$455,078
Plan auditUnmodified (clean) audit opinion
AuditorVELEZ & HARDY
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 178 accts · $135K emplr
2023$4.8M · 193 accts · $141K emplr
2022$3.9M · 215 accts · $146K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,550
Investment management$8,289
Total administrative$18,839
The Green Valley Grocery 401K 401(k) match · 2023
Employer contribution per active participant$195
Median for plans this size$1,308
2024$169 per active participant
2023$195 per active participant
2022$253 per active participant

Green Valley Grocery 401K's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
CENTAURUS FINANCIAL INC · Recordkeeping · Trustee$10,568
ADP, INC. · Loan processing · Recordkeeping$8,270

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, LPL Financial
2023ADP, CENTAURUS FINANCIAL INC

This plan has changed recordkeepers within these filings. If you left Green Valley Grocery 401K before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$20,004 · 0.42%
2023$18,839 · 0.43%
2022$16,450 · 0.40%
Same employer
Similar plansRetail Trade · Nevada
Terrible Herbst, Inc. NV$8.0M · 0.26%
Walkenhorst's NV$7.2M · 0.21%
Tcp Global Corp. NV$4.5M · 0.47%
Cret LLC NV$3.3M

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Source: U.S. Department of Labor, Form 5500 series, EIN 880149656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.