Roche Bros. 401(K) And Profit Sharing Plan — Form 5500 plan (Roche Bros. Midco, LLC F/K/A Roche Bros. Supermarkets, Co.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roche Bros. 401(K) And Profit Sharing Plan is a benefit plan reported by Roche Bros. Midco, LLC F/K/A Roche Bros. Supermarkets, Co. under EIN 04-2264124 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,171 participants and $206,910,163 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roche Bros. Midco, LLC F/K/A Roche Bros. Supermarkets, Co.
- EIN
- 04-2264124
- Plan number
- 001
- Plan type
- 2
- Location
- Mansfield, MA
- Latest filing year
- 2023
- Participants
- 3,171
- End-of-year plan assets
- $206,910,163
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,171 | H, C | 20250725124806NAL0008756272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,910,163
- Net assets (EOY)
- $206,910,163
- Net assets (BOY)
- $172,947,573
Income & contributions
- Employer contributions
- $3,588,832
- Participant contributions
- $4,607,345
- Total contributions
- $9,208,660
- Total income / additions
- $52,206,268
Expenses & distributions
- Benefits paid
- $17,803,152
- Administrative expenses
- $400,743
- Total expenses
- $18,243,678
- Net increase / (decrease)
- $33,962,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $258,616 | $0 | 2023 |
| Royal Alliance Associates | CONSULTANT | $115,352 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen, Llp | ACCOUNTANT | $18,900 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT | $7,875 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roche Bros. Midco, LLC F/K/A Roche Bros. Supermarkets, Co.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Mansfield, MA
- Transamerica Retirement Solutions — Schedule C compensation
- Royal Alliance Associates — Schedule C compensation
- Clifton Larson Allen, Llp — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation