Plan Snapshot
- Plan Sponsor: Albanese Confectionery
- Sponsor EIN: 351861174
- Sponsor Address: 5441 E LINCOLN HIGHWAY, MERRILLVILLE, IN, 46410
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 525 | $12.0M | $517,363 | $2.1M |
| 2023 | 503 | $9.5M | $518,987 | $1.7M |
| 2022 | 442 | $6.5M | $354,829 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DULIN WARD & DEWALD INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DULIN WARD & DEWALD INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $81,524 | $37,327 | — | — | — |
| 2023 | $72,569 | $36,083 | $18,042 | — | — |
| 2022 | $53,851 | — | — | — | — |