Plan Ledger DOL Form 5500 · updated monthly

Nugget Market, Inc.401(k)

NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST · DAVIS, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Nugget Market, Inc. reported $300,812 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,969 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 3 years on file its reported administrative ratio has held roughly steady near 0.253%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 831st-largest of 9,483 plans among California employers on file, and the 308th of 5,215 in retail trade. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 1,588 to 1,778 since 2022.

Plan summary
Net assets, end of year$126,013,332
Participants with balances2,242
Active participants1,778
Employer contributions$3,501,528
Employee contributions$6,836,441
Employer contribution per active participant$1,969
Average account balance$56,206
Benefits paid to participants$9,508,443
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$126.0M · 2,242 accts · $3.5M emplr
2023$111.4M · 2,161 accts · $3.0M emplr
2022$92.9M · 2,043 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$173,299
Investment management$127,063
Total administrative$300,812
The Nugget Market, Inc. 401(k) match · 2024
Employer contribution per active participant$1,969
Median for plans this size$3,635
2024$1,969 per active participant
2023$1,787 per active participant
2022$1,770 per active participant

Nugget Market, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$113,016
EMPOWER ADVISORY GROUP, LLC · Investment management$14,047
QDRO CONSULTANTS COMPANY, LLC$450

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

Administrative cost history3
2024$300,812 · 0.25%
2023$254,160 · 0.25%
2022$259,531 · 0.25%
Same employer
Similar plansRetail Trade · California
The Vons Companies, Inc. CA$135.3M · 0.06%
Toyota of Orange, Inc. CA$135.1M · 0.19%
Grocery Outlet Inc. CA$130.5M · 0.17%
Peet's Coffee & Tea, LLC CA$130.3M · 0.14%
Kioxia America Inc. CA$118.2M · 0.14%
Beachbody, LLC CA$114.2M · 0.15%
Iherb, LLC CA$110.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941675108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.