Plan5500

Smart & Final 401(K) Savings Plan — Form 5500 plan (Smart & Final LLC)

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, Smart & Final 401(K) Savings Plan is a benefit plan reported by Smart & Final LLC under EIN 95-4079584 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,762 participants and $344,375,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smart & Final LLC
EIN
95-4079584
Plan number
001
Plan type
2
Location
City Of Commerce, CA
Latest filing year
2023
Participants
15,762
End-of-year plan assets
$344,375,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,762H, C20241015155710NAL0058577698002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$344,375,347
Net assets (EOY)
$344,375,347
Net assets (BOY)
$290,124,135

Income & contributions

Employer contributions
$9,402,414
Participant contributions
$28,458,311
Total contributions
$38,073,580
Total income / additions
$85,129,086

Expenses & distributions

Benefits paid
$30,016,609
Administrative expenses
$861,265
Total expenses
$30,877,874
Net increase / (decrease)
$54,251,212

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$737,978$02023
Benefit Financial Services GroupCONSULTANT$89,539not reported in the loaded dataset2023
Moss Adams LlpAUDITOR$33,748not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages