Employers › SPARTANNASH COMPANY 850 76th STREET S.W. GRAND RAPIDS MICHIGAN 49518-8700 › plan 003
Recordkeeping fees per participant · Spartannash Company Savings Plus Plan for Union Associates · plan year 2024
$48.48
Higher than 36% of the 14,075 plans $10 to 50M that report it.
= $15,709 / 324
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250715183605NAL0002450273001, received 2025-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715183605NAL0002450273001, received 2025-07-15
Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-07-15.
Administrative expenses excluding investment management, per participant
$48.48
Higher than 25% of the 24,371 plans $10 to 50M that report it.
= $15,709 / 324
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250715183605NAL0002450273001, received 2025-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715183605NAL0002450273001, received 2025-07-15
Administrative expenses per participant
$132.31
Higher than 34% of the 25,098 plans $10 to 50M that report it.
= $42,869 / 324
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250715183605NAL0002450273001, received 2025-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715183605NAL0002450273001, received 2025-07-15
Administrative expenses as a share of assets
0.100%
Higher than 21% of the 25,132 plans $10 to 50M that report it.
= $42,869 / $42,906,149
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250715183605NAL0002450273001, received 2025-07-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250715183605NAL0002450273001, received 2025-07-15
Employer contributions per participant
$220
Higher than 2% of the 24,050 plans $10 to 50M that report it.
= $71,300 / 324
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250715183605NAL0002450273001, received 2025-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715183605NAL0002450273001, received 2025-07-15
Employer share of total contributions
3.6%
Higher than 1% of the 24,084 plans $10 to 50M that report it.
= $71,300 / $2,000,488
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250715183605NAL0002450273001, received 2025-07-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250715183605NAL0002450273001, received 2025-07-15
98.9% 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 $0 ($132.31 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250715183605NAL0002450273001, received 2025-07-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SPARTANNASH COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Plan name | SPARTANNASH COMPANY SAVINGS PLUS PLAN FOR UNION ASSOCIATES | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Sponsor EIN / plan number | 38-0593940 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Sponsor location | GRAND RAPIDS, MI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Industry (business code) | 424400, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Filing received | 2025-07-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Participants, beginning of year | 2,326 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Active participants | 1,118 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Participants, end of year | 1,167 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Participants with an account balance | 324 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Total assets, beginning of year | $37,724,278 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Total assets, end of year | $42,906,149 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Net assets, end of year | $42,906,149 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Total income | $7,865,582 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Net income | $5,181,871 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Employer contributions | $71,300 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Participant contributions | $1,907,454 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Other contributions (incl. rollovers) | $21,734 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Total contributions | $2,000,488 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Benefit payments | $2,640,842 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Total expenses (incl. benefit payments) | $2,683,711 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Total administrative expenses | $42,869 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Recordkeeping fees | $15,709 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Investment advisory and management fees | $27,160 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Administrative expenses excluding investment management | $15,709 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Held in master trusts | $42,435,150 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250715183605NAL0002450273001, received 2025-07-15 |
| Independent auditor | REHMANN ROBSON LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250715183605NAL0002450273001, received 2025-07-15 |
Position = column in the DOL layout for form year 2024. Filing 20250715183605NAL0002450273001, received 2025-07-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS | ADVISOR | 27 Investment advisory (plan) | $27,160 | no |
| FIDELITY INV INST OPERATIONSrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees; 37 Participant loan processing; 65 Account maintenance fees | $15,709 | yes |
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 20250715183605NAL0002450273001, received 2025-07-15.
SPARTANNASH COMPANYSAV PLUS MAS TRT (EIN 380593940, PN 010): plan interest $42,435,150, 5.7% of the trust. The trust's own filing (20250624103935NAL0004179587001, received 2025-06-24) reports net assets $744,334,572, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
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 | $37,724,278 | $42,906,149 | 13.7% |
| Participants with a balance | 323 | 324 | 0.3% |
| Administrative expenses | $39,765 | $42,869 | 7.8% |
| Recordkeeping fees per participant | $47.68 | $48.48 | 1.7% |
| Employer contributions | $68,944 | $71,300 | 3.4% |
Prior filing 20240715122639NAL0002898144001, received 2024-07-15; the plan years are contiguous.