North State Grocery 401(k) match, vesting and fees
What North State Grocery's 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Campbell Taylor Washburn (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.
| North State Grocery: employer contribution per participant | — | |
| Peer median | $928 |
| North State Grocery: average balance | $23,865 | |
| Peer median | $40,685 |
| North State Grocery: admin expenses ÷ assets | 0.88% | |
| 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 $16M at the end of plan year 2021 to $16M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 686 | $16M | — | — | 0.88% | Not published | Form 5500 ↗ |
| 2023 | 647 | $15.2M | — | — | 0.81% | Not published | Form 5500 ↗ |
| 2022 | 603 | $13.7M | — | — | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 561 | $16M | — | — | 0.68% | Not published | Form 5500 ↗ |
Other North State Grocery plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
North State Grocery, Inc. Employee Stock Ownership Plan
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 | Transition Finance Strategies | Schedule C ↗ |
| Independent auditor | Campbell Taylor Washburn (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does North State Grocery match 401(k) contributions?
The match terms for the North State Grocery, Inc. 401(k) Plan have not been published from its filing yet.
When is the North State Grocery 401(k) match vested?
The vesting schedule for the North State Grocery, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the North State Grocery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is North State Grocery, Inc..
I left North State Grocery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (North State Grocery, Inc., (530) 347-4621) or the recordkeeper, Empower Annuity Insurance Company. The North State Grocery old 401(k) page lists the contacts from every plan filing. Find an old North State Grocery 401(k)
Data from the public Form 5500 annual reports North State Grocery filed with the U.S. Department of Labor (plan years 2021 and 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 North State Grocery. Not financial advice. Report a correction · Methodology