Tawa Supermarket 401(k) match, vesting and fees
What Tawa Supermarket'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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Tawa Supermarket: employer contribution per participant | $1,519 | |
| Peer median | $1,023 |
| Tawa Supermarket: average balance | $68,758 | |
| Peer median | $43,395 |
| Tawa Supermarket: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.23% |
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 $174M at the end of plan year 2021 to $193M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,261 | $193M | $4.3M | $1,519 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 8,337 | $176M | $4.3M | $1,525 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 8,275 | $151M | $4M | $1,518 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 7,556 | $174M | $3.9M | $1,679 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Tawa Supermarket match 401(k) contributions?
The match terms for the Tawa Supermarket, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.3M in employer contributions, about $1,519 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tawa Supermarket 401(k) match vested?
The vesting schedule for the Tawa Supermarket, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tawa Supermarket 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Tawa Supermarket, Inc..
I left Tawa Supermarket. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tawa Supermarket, Inc., (714) 521-8899) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Tawa Supermarket old 401(k) page lists the contacts from every plan filing. Find an old Tawa Supermarket 401(k)
Data from the public Form 5500 annual reports Tawa Supermarket 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 Tawa Supermarket. Not financial advice. Report a correction · Methodology