Employers › Vons Companies
Recordkeeping fees per participant · The Vons Companies, Inc. Pharmacists 401(k) Plan · plan year 2024
$65.83
Higher than 47% of the 5,847 plans $50 to 250M that report it.
= $27,387 / 416
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010151634NAL0004742435001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151634NAL0004742435001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Administrative expenses excluding investment management, per participant
$65.83
Higher than 32% of the 8,758 plans $50 to 250M that report it.
= $27,387 / 416
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010151634NAL0004742435001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151634NAL0004742435001, received 2025-10-10
Administrative expenses per participant
$184.01
Higher than 67% of the 9,042 plans $50 to 250M that report it.
= $76,550 / 416
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010151634NAL0004742435001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151634NAL0004742435001, received 2025-10-10
Administrative expenses as a share of assets
0.057%
Higher than 22% of the 9,049 plans $50 to 250M that report it.
= $76,550 / $135,364,490
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010151634NAL0004742435001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010151634NAL0004742435001, received 2025-10-10
Employer contributions per participant
$622
Higher than 5% of the 9,105 plans $50 to 250M that report it.
= $258,919 / 416
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010151634NAL0004742435001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151634NAL0004742435001, received 2025-10-10
Employer share of total contributions
4.6%
Higher than 2% of the 9,112 plans $50 to 250M that report it.
= $258,919 / $5,582,216
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010151634NAL0004742435001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010151634NAL0004742435001, received 2025-10-10
99.2% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $53,371 ($312.31 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are described in The Vons Companies, Inc.'s SEC filings: Form 11-K filed 1996-06-27 and Form 10-K filed 1995-03-30. No term could be quoted from them with the required precision.
2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2E profit-sharing · 3H controlled-group sponsor · 2F ERISA 404(c) plan · 2G fully participant-directed · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010151634NAL0004742435001, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE VONS COMPANIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Plan name | THE VONS COMPANIES, INC. PHARMACISTS 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Sponsor EIN / plan number | 38-1623900 / 091 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Sponsor location | PLEASANTON, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Industry (business code) | 445110, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Participants, beginning of year | 461 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Active participants | 341 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Participants, end of year | 469 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Participants with an account balance | 416 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Total assets, beginning of year | $116,969,959 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Total assets, end of year | $135,364,490 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Net assets, end of year | $135,345,990 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Total income | $23,871,502 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Net income | $18,378,956 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Employer contributions | $258,919 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Participant contributions | $4,343,257 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $980,040 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Total contributions | $5,582,216 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Benefit payments | $5,427,236 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $5,492,546 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Total administrative expenses | $76,550 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Recordkeeping fees | $27,387 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Investment advisory and management fees | $49,163 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Administrative expenses excluding investment management | $27,387 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Held in master trusts | $134,301,241 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010151634NAL0004742435001, received 2025-10-10 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010151634NAL0004742435001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010151634NAL0004742435001, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $27,387 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $20,348 | no |
| DELOITTE & TOUCHE LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $19,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010151634NAL0004742435001, received 2025-10-10.
ALBERTSONS COMPANIES MASTER TRUST (EIN 475579477, PN 003): plan interest $134,301,241, 1.7% of the trust. The trust's own filing (20251010151750NAL0012879184001, received 2025-10-10) reports net assets $7,976,250,796, administrative expenses $3,169,725, recordkeeping fees $0, investment management fees $3,068,442 and 2 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 99 | $0 | $0 |
| WEALTH MANAGEMENT SYSTEMS INC | 49 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $116,969,959 | $135,364,490 | 15.7% |
| Participants with a balance | 402 | 416 | 3.5% |
| Administrative expenses | $36,652 | $76,550 | 108.9% |
| Recordkeeping fees per participant | $31.38 | $65.83 | 109.8% |
| Employer contributions | $229,986 | $258,919 | 12.6% |
Prior filing 20241011193430NAL0023504433001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: THE VONS COMPANIES, INC.; SEC registrant: VONS COMPANIES INC (CIK 715633, matched by EIN).