Filings through Sep 24, 2026.

Retirement plan

Nugget Market, Inc. 401(k) Profit Sharing Plan & Trust

Name: NUGGET MARKET, INC. - NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: NUGGET MARKET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST, NUGGET MARKET, INC.

Nugget Market, Inc.EIN 94-1675108Plan #002PY 2024

311 MACE BOULEVARD - DAVIS, CA 95618530-399-3300nuggetmarket.comLinkedIn1001-5000 employeesretail

Prospect flagsFailed to transmit contributionsCorrective distributionsFew collective trustsFund lineup: 21 funds, $121M

How to read this page

Total assets (EOY)

$126M

+13.1% from 2023

Total participants

2,249

+3.4% from 2023

Average account balance

$56,211

+9.1% from 2023

Annual return

12.40%

-3.89 pp from 2023

Benchmarks

See 393 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort393 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$173,299
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081	Advisory (Plan)	$113,016
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$14,047
QDRO CONSULTANTS COMPANY, LLC2 years Service code 99 3071 PEARL ROAD · MEDINA, OH 44256	Other Fees	$450

Fund lineup

CSV with Team

21 funds of $250K or more; 20 lines in all, holding $121M of the plan's $126M. From the 2024 filing. Recordkeeper: Empower.

In collective trusts0%median 0% for plans of $50M to $250M (10,671 plans)

In index funds89%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series83%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages	Vanguard	Mutual fund	$99.6M	82.6%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.9M	4.1%
Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market	Vanguard	Money market	$4.7M	3.9%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$2.7M	2.2%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.8M	1.5%
Victory Core Plus Intermediate Bond R6 Mutual Fund Victory Capital · Mutual fund	Victory Capital	Mutual fund	$1.6M	1.3%
Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund	Dodge & Cox	Mutual fund	$1.4M	1.1%
shares) Mutual Funds American Funds EuroPacific Growth Fund-Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$967K	0.8%
Blackrock Strategic Income Opps K Mutual Fund BlackRock · Mutual fund	BlackRock	Mutual fund	$920K	0.8%
Goldman Sachs International Eq ESG R6 Mutual Fund Goldman Sachs · Mutual fund	Goldman Sachs	Mutual fund	$367K	0.3%

See the other 10 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$301K

$169 / participant

Recordkeeping$173K57.6%
Investment mgmt$127K42.2%
Other / not subdivided$4500.1%

% of EOY assets

0.239%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CAMPBELL TAYLOR WASHBURN
Auditor EIN: 680251243
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$173,299

WELLS FARGO BANK, N.A.5 years

Filed as: WELLS FARGO ADVISORS LLC

Service code 27

401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081

Advisory (Plan)

$113,016

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$14,047

QDRO CONSULTANTS COMPANY, LLC2 years

Service code 99

3071 PEARL ROAD · MEDINA, OH 44256

Other Fees

$450

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 10 vintages

$99.6M

82.6%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$4.9M

4.1%

Vanguard Treasury Money Market Fund Investor Shares

Vanguard · Money market

$4.7M

3.9%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$2.7M

2.2%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.8M

1.5%

Victory Core Plus Intermediate Bond R6 Mutual Fund

Victory Capital · Mutual fund

$1.6M

1.3%

Dodge & Cox Stock Fund Class I

Dodge & Cox · Mutual fund

$1.4M

1.1%

shares) Mutual Funds American Funds EuroPacific Growth Fund-Class R-6

Capital Group · Mutual fund

$967K

0.8%

Blackrock Strategic Income Opps K Mutual Fund

BlackRock · Mutual fund

$920K

0.8%

Goldman Sachs International Eq ESG R6 Mutual Fund

Goldman Sachs · Mutual fund

$367K

0.3%

Nugget Market, Inc. 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Nugget Market, Inc. 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion