Southeastern Grocers 401(k) Savings Plan
Sponsored by Southeastern Grocers Llc · EIN 271845190 · Plan #001
- Total assets
- $941M
- Net assets
- $941M
- Active participants
- 21,770
- With balances
- 10,104
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $553,401 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $181,925 |
| Creative Planning Holdco, Llc | Investment advisory (plan) | $84,990 |
| Forvis Mazars, Llp | Accounting | $55,125 |