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Original filing (PDF)20250715183605NAL0002450273001
SPARTANNASH COMPANY
Form 5500
FILING_RECEIVED
SPARTANNASH COMPANY SAVINGS PLUS PLAN FOR UNION ASSOCIATES
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
1,118
Accounts w/ balance
324
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "[DFE: SPARTANNASH COMPANY SAVINGS PLUS MASTER TRUST (extraction pending)]" is 100% of plan.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPARTANNASH COMPANY.
Plan sponsor
Name
SPARTANNASH COMPANY
EIN
38-0593940
Address
P.O. BOX 8700 · GRAND RAPIDS, MI · 49518
Phone
(616) 878-2000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPERATIONS | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $27K | — |
Investments
1 pooled fund· $42.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPARTANNASH COMPANYSAV PLUS MAS TRT SPARTANNASH COMPANY · EIN 38-0593940 / PN 010 | Master Trust | — | — | $42.4M | 98.9% |