Southeastern Grocers 401(k) match, vesting and fees
What Southeastern Grocers' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 88 defined-contribution plans in retail trade with 10,000 to 49,999 participants.
| Southeastern Grocers: employer contribution per participant | $1,155 | |
| Peer median | $1,192 |
| Southeastern Grocers: average balance | $79,415 | |
| Peer median | $43,904 |
| Southeastern Grocers: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.13% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $914M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 31,194 | $914M | $13.3M | $1,155 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Southeastern Grocers match 401(k) contributions?
The match terms for the Southeastern Grocers 401(k) Savings Plan have not been published from its filing yet. The plan year 2023 filing reports $13.3M in employer contributions, about $1,155 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southeastern Grocers 401(k) match vested?
The vesting schedule for the Southeastern Grocers 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southeastern Grocers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments Institutional. The plan administrator is Southeastern Grocers LLC.
I left Southeastern Grocers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southeastern Grocers LLC, (904) 783-5000) or the recordkeeper, Fidelity Investments Institutional. The Southeastern Grocers old 401(k) page lists the contacts from every plan filing. Find an old Southeastern Grocers 401(k)
Data from the public Form 5500 annual reports Southeastern Grocers filed with the U.S. Department of Labor (plan years 2023) 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 Southeastern Grocers. Not financial advice. Report a correction · Methodology