Grocery Outlet Inc. Retirement Plan
Sponsored by Grocery Outlet Inc. · EIN 941513561 · Plan #001
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 983
- With balances
- 1,121
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 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 | $85,377 |
| Capfinancial Partners Llc | Investment advisory (plan) | $62,377 |
| Moss Adams Llp | Accounting | $32,550 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $31,601 |