Retirement plan

GIANT EAGLE LLC 401K PLAN

Name: GIANT EAGLE LLC - GIANT EAGLE LLC 401K PLAN (2023) Form 5500
Creator: GIANT EAGLE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GIANT EAGLE LLC 401K PLAN, GIANT EAGLE LLC

GIANT EAGLE LLCEIN 82-0567701Plan #003PY 2023

2010 S. 2ND AVE. - ARCADIA, CA 91006715-831-0510LinkedIn1-10 employeesmanagement consulting

Other plans on this EIN

1 filing

#001Retirement-$4.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$357K

+60.8% from 2022

Total participants

0.0% from 2022

Average account balance

$118,931

+60.8% from 2022

Annual return

2.99%

+7.32 pp from 2022

Benchmarks

See 22,632 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,632 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$529K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$176K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.66%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,931

$110,240+7.9%

$96,544+23.2%

$139,487-14.7%

Participation rate

100.0%

78.1%+21.9pp

76.0%+24.0pp

80.3%+19.7pp

Annual return

2.99%

26.41%-23.4pp

25.88%-22.9pp

373.84%-370.9pp

Employer contribution / active EE

$15,240

$3,622+320.7%

$2,966+413.8%

$4,755+220.5%

Participant deferral / active EE

$27,500

$5,549+395.6%

$4,851+466.8%

$6,713+309.7%

Admin fee / account holder

$11,602-100.0%

$8,254-100.0%

$11,407-100.0%

GIANT EAGLE LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GIANT EAGLE LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion