Plan Ledger DOL Form 5500 · updated monthly

Indiana Grocery Group, LLC401(k)

STRACK & VAN TIL RETIREMENT PLAN · HIGHLAND, IN · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Indiana Grocery Group, LLC reported $141,707 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $265 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 0.53% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 472nd-largest of 1,562 plans among Indiana employers on file, and the 1,163rd of 5,215 in retail trade. In 2024, employees put in $2.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,145,336
Participants with balances356
Active participants1,700
Employer contributions$449,792
Employee contributions$1,330,943
Employer contribution per active participant$265
Average account balance$73,442
Benefits paid to participants$1,981,421
Plan auditUnmodified (clean) audit opinion
AuditorSWARTZ, RETSON & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 356 accts · $450K emplr
2023$23.7M · 367 accts · $419K emplr
2022$19.9M · 354 accts · $423K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,478
Investment management$36,000
Audit (IQPA)$12,063
Trustee / custodial$166
Total administrative$141,707
The Indiana Grocery Group, LLC 401(k) match · 2024
Employer contribution per active participant$265
Median for plans this size$2,416
2024$265 per active participant
2023$251 per active participant
2022$264 per active participant

Indiana Grocery Group, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$93,478
GALLAGHER FIDUCIARY ADVISORS LLC · Consulting · Insurance services$36,000
SWARTZ, RETSON & CO, P. C. · Accounting / audit$12,063

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$141,707 · 0.57%
2023$138,559 · 0.63%
2022$113,748 · 0.53%
Same employer
Similar plansRetail Trade · Indiana
D-Patrick, Inc. IN$26.6M · 0.38%
Dreyer & Reinbold, Inc. IN$26.2M · 0.03%
Expressway Dodge, Inc. IN$22.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821621364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.