New Leaf Community Markets 401(k) match, vesting and fees
What New Leaf Community Markets' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Kbf Cpas LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| New Leaf Community Markets: employer contribution per participant | $806 | |
| Peer median | $928 |
| New Leaf Community Markets: average balance | $27,517 | |
| Peer median | $40,685 |
| New Leaf Community Markets: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.7M at the end of plan year 2022 to $17.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 757 | $17.1M | $501K | $806 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 614 | $10.6M | $281K | $615 | 0.40% | Not published | Form 5500 ↗ |
| 2022 | 625 | $8.7M | $59K | $155 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does New Leaf Community Markets match 401(k) contributions?
The match terms for the New Leaf Community Markets and Good Food Holdings 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $501K in employer contributions, about $806 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New Leaf Community Markets 401(k) match vested?
The vesting schedule for the New Leaf Community Markets and Good Food Holdings 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New Leaf Community Markets 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is New Leaf Community Markets, Inc..
I left New Leaf Community Markets. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New Leaf Community Markets, Inc., (831) 466-9060) or the recordkeeper, Newport Group, Inc.. The New Leaf Community Markets old 401(k) page lists the contacts from every plan filing. Find an old New Leaf Community Markets 401(k)
Data from the public Form 5500 annual reports New Leaf Community Markets filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with New Leaf Community Markets. Not financial advice. Report a correction · Methodology