Plan Ledger DOL Form 5500 · updated monthly

Southeastern Grocers LLC401(k)

SOUTHEASTERN GROCERS 401(K) SAVINGS PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Southeastern Grocers LLC reported $873,949 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $502 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.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 49th-largest of 3,644 plans among Florida employers on file, and the 70th of 5,215 in retail trade. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$941,231,278
Participants with balances10,104
Active participants21,770
Employer contributions$10,935,160
Employee contributions$22,608,306
Employer contribution per active participant$502
Average account balance$93,154
Benefits paid to participants$138,616,100
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$551,909
Investment management$266,915
Audit (IQPA)$55,125
Total administrative$873,949
The Southeastern Grocers LLC 401(k) match · 2024
Employer contribution per active participant$502
Median for plans this size$4,294

Southeastern Grocers LLC's 2024 employer contribution ran below the $4,294 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$553,401
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$181,925
CREATIVE PLANNING HOLDCO, LLC · Investment advisory (plan)$84,990
FORVIS MAZARS, LLP · Accounting / audit$55,125

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

Administrative cost history1
2024$873,949 · 0.09%
Similar plansRetail Trade · Florida
Odp International, LLC FL$1.3B · 0.09%
Autonation, Inc. FL$1.3B · 0.16%
Southeastern Grocers LLC FL$914.1M · 0.11%
Amsi FL$442.5M · 0.31%
Chewy, Inc. FL$315.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271845190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.