Plan Ledger DOL Form 5500 · updated monthly

Safeway Enterprises, LLC401(k)

SAFEWAY ENTERPRISES, LLC 401(K) PLAN · BRIDGEWATER, NJ · plan year 2024

Reported admin expense ratio · 2024
0.39%

Safeway Enterprises, LLC reported $29,799 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. 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 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Jersey (1,647th of 2,419), and 2,997th of 5,215 in retail trade.

Plan summary
Net assets, end of year$8,179,899
Participants with balances96
Active participants194
Employer contributions—
Employee contributions$392,452
Employer contribution per active participant—
Average account balance$85,207
Benefits paid to participants$313,526
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 96 accts
2023$7.2M · 102 accts
2022$7.2M · 107 accts
Administrative expenses, itemized · 2024
Investment management$29,799
Total administrative$29,799
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 · 20242
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan) · Investment management$27,658
NATIONWIDE LIFE INSURANCE CO · Investment advisory (participants) · Loan processing$11,256

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$29,799 · 0.39%
2023$25,760 · 0.36%
2022$33,424 · 0.41%
Same employer
Similar plansRetail Trade · New Jersey
The Brauer Group II, Inc. NJ$8.7M · 0.04%
Chv Egg Harbor Inc. NJ$8.6M · 0.37%
Crystal Auto Mall NJ$8.3M · 0.03%
Douglas Motors Corp. NJ$8.1M · 0.11%
Specialty Rx, Inc. NJ$8.0M · 0.15%
Malouf Buick-Gmc, Inc. NJ$7.9M · 0.78%
Artistic Tile, Inc. NJ$7.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223557453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.