# Bakkavor Foods Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bakkavor-foods-usa-inc-401k-plan

> Bakkavor Foods Usa, INC.'s 401(k) plan: 835 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bakkavor Foods Usa, INC.

- **Sponsor EIN:** 330449057

- **Sponsor Address:** 2700 WESTINGHOUSE BOULEVARD, CHARLOTTE, NC, 28273

- **Plan Type:** 401(k)

- **Total Participants:** 835

- **Total Assets:** $16.0M

## 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|835|$16.0M|$1.1M|$1.6M|

| 2023|795|$12.8M|$1.1M|$1.6M|

| 2022|867|$9.9M|$1.0M|$1.5M|

## 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 INS. CO.|RECORDKEEPER|$66,314|—|$66,314|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$40,985|—|$40,985|

| FUTUREPLAN BY ASCENSUS-KRAVITZ|CONTRACT ADMIN|—|$10,000|$10,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$7,396|—|$7,396|

| ELLIOTT GROUP CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FUTUREPLAN BY ASCENSUS-KRAVITZ](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMIN

- [ELLIOTT GROUP CPAS PLLC](https://planprovider.pro/provider/elliott-group-cpas-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $124,695

- **Estimated Expense Ratio:** 0.778% 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|$155,678|—|$155,678|—|—|

| 2023|$81,135|—|—|—|—|

| 2022|$104,057|$62,405|—|—|$41,652|

## Similar Plans

- [Tri-Arc Food Systems, INC.](https://planprovider.pro/companies/tri-arc-food-systems-inc-401k-plan) — 311 participants

- [Elior, INC.](https://planprovider.pro/companies/elior-inc-401k-plan) — 12,313 participants

- [Compass Group Usa, INC.](https://planprovider.pro/companies/compass-group-usa-inc-401k-plan) — 292,038 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bakkavor-foods-usa-inc-401k-plan)

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