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Original filing (PDF)20250929092655NAL0004936291001
SPROUTS FARMERS MARKETS HOLDINGS, LLC
Form 5500
FILING_RECEIVED
SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
35,946
Accounts w/ balance
9,850
Plan assets (EOY)
$264.6M
Net assets (EOY)
$264.6M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 17 bps in Schedule C fees — 68% above peer band of 10 bps.
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPROUTS FARMERS MARKETS HOLDINGS, LLC.
Plan sponsor
Name
SPROUTS FARMERS MARKETS HOLDINGS, LLC
EIN
45-1076258
Address
5455 E. HIGH STREET · SUITE 111 · PHOENIX, AZ · 85054
Phone
(480) 814-8016
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $215K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $130K | — |
| MERCER (US) INC | 13-2834414 | — | CONSULTANT | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $35K | — |
Investments
34 direct securities · 1 pooled fund· $268.2M(100% 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.
Uncategorized
$264.6M
34 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity** Freedom 2035 | — | — | — | $28.9M | 10.9% | |
| Fidelity** Freedom 2030 | — | — | — | $23.4M | 8.9% | |
| Fidelity** Freedom 2045 | — | — | — | $23.3M | 8.8% | |
| Fidelity** 500 Index | — | — | — | $22.8M | 8.6% | |
| Fidelity** Freedom 2040 | — | — | — | $21.4M | 8.1% | |
| Fidelity** Freedom 2050 | — | — | — | $20.3M | 7.7% | |
| Fidelity** Freedom 2055 | — | — | — | $18.7M | 7.1% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $15.2M | 5.8% | |
| Fidelity** Freedom 2025 | — | — | — | $13.1M | 5.0% | |
| Fidelity** Freedom 2060 | — | — | — | $12.3M | 4.6% | |
| dates through July 2034, secured by participants' vested account balances - | — | — | — | $8.2M | 3.1% | |
| Fidelity** Total Bond | — | — | — | $7.0M | 2.6% | |
| Fidelity** Freedom 2065 | — | — | — | $4.8M | 1.8% | |
| Fidelity** Freedom 2020 | — | — | — | $4.7M | 1.8% | |
| Fidelity** Mid Cap Index | — | — | — | $4.5M | 1.7% | |
| T. Rowe Price Equity Income | — | — | — | $4.4M | 1.7% | |
| Fidelity** Common collective trust fund - Managed Income Portfolio | — | — | — | $3.7M | 1.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.7M | 1.4% | |
| Fidelity** Global Ex U.S. Index | — | — | — | $3.6M | 1.4% | |
| Fidelity** Small Cap Index | — | — | — | $3.4M | 1.3% | |
| Fidelity** International Discovery | — | — | — | $3.4M | 1.3% | |
| Invesco Small Cap Value | — | — | — | $2.9M | 1.1% | |
| Invesco Developing Markets | — | — | — | $2.7M | 1.0% | |
| Vanguard Total Bond Market | — | — | — | $2.4M | 0.9% | |
| Fidelity** Value | — | — | — | $2.0M | 0.7% | |
| Goldman Sachs Mid Cap Growth | — | — | — | $1.6M | 0.6% | |
| Northern Trust Global Sustainability Index | — | — | — | $1.4M | 0.5% | |
| Fidelity** Freedom 2015 | — | — | — | $1.1M | 0.4% | |
| Franklin Small Cap Growth | — | — | — | $931K | 0.4% | |
| Fidelity** Freedom 2010 | — | — | — | $871K | 0.3% | |
| Allspring Global Real Return | — | — | — | $789K | 0.3% | |
| Fidelity** Freedom Income | — | — | — | $427K | 0.2% | |
| Alliance Bernstein Global Bond | — | — | — | $333K | 0.1% | |
| Fidelity** Money market fund - Government Money Market | — | — | — | $46K | <0.1% | |
| Fidelity** Freedom 2070 | — | — | — | $9K | <0.1% |