Plan Snapshot
- Plan Sponsor: Bakery, Confectionery, Tobacco Workers And Grain Millers
- Sponsor EIN: 530231138
- Sponsor Address: 10401 CONNECTICUT AVE., KENSINGTON, MD, 208953940
- Plan Type: DB
- Total Participants: 28
- Total Assets: $71.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 28 | $71.5M | $1.5M | $0 |
| 2023 | 28 | $72.8M | $1.5M | $0 |
| 2022 | 26 | $69.3M | $1.5M | $0 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, P.C. | Auditor | $9,375 | — | $9,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,375
- Estimated Expense Ratio: 0.013% 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 | $221,767 | $132,027 | — | $9,375 | — |
| 2023 | $212,865 | $127,393 | — | $8,925 | — |
| 2022 | $222,841 | $139,870 | — | — | $62,250 |