M&A - KROGER CO

Form Type: 11-K

Filing Date: 2025-06-13

Corporate Action: Merger

Type: New

Accession Number: 000110465925059269

Filing Summary: The Kroger Co. Savings Plan underwent a merger into The Kroger Co. 401(k) Retirement Savings Account Plan on August 26, 2024. An amount of $2,350,383 was transferred out during the period ended August 26, 2024, and as of the merger date, the Plan no longer held an interest in The Kroger Defined Contribution Plan Master Trust. The report includes audited financial statements indicating the net assets available for benefits as of the specified dates, along with changes in those assets over the reporting period. The financial statements are prepared in compliance with ERISA and have been audited to present fairly the available net assets and changes in net assets. Participant contributions and investment incomes were detailed, along with deductions for benefits paid and administrative expenses. Further notes discuss the Plan’s financial policies, investment valuation, risks and uncertainties associated with investments, and related-party transactions, affirming compliance with IRS requirements and detailing operational corrections needed during 2023.