What public Form 5500 filings show about the Grocery Outlet Inc. 401(k) plan — and how to find and check your own account.
Grocery Outlet Inc. (EIN 94-1513561) reports GROCERY OUTLET INC. RETIREMENT PLAN on its most recent Form 5500, with $130.5M in plan assets across 983 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Grocery Outlet Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Grocery Outlet Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, STRATEGIC ADVISORS, MOSS ADAMS LLP.
