Plan Snapshot
- Plan Sponsor: Aog LLC Dba Trufood Mfg
- Sponsor EIN: 841992118
- Sponsor Address: 610 ALPHA DRIVE, PITTSBURGH, PA, 15238
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 407 | $5.7M | $327,652 | $590,103 |
| 2023 | 370 | $5.8M | $286,501 | $549,222 |
| 2022 | 352 | $4.9M | $315,082 | $589,429 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPING | $21,975 | — | $21,975 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $21,812 | — | $21,812 |
| M2B RETIREMENT CONSULTING LLC | CONTRACT ADMIN | $3,200 | $5,453 | $8,653 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,440
- Estimated Expense Ratio: 0.920% of plan assets
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 | $49,678 | — | $2,250 | — | — |
| 2023 | $48,825 | — | $1,750 | — | — |
| 2022 | $43,078 | — | $43,078 | — | — |