# Baldwin Richardson Foods Company 401(k) Plan
Source: https://planprovider.pro/companies/baldwin-richardson-foods-company-401k-plan

> Baldwin Richardson Foods Company's 401(k) plan: 665 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baldwin Richardson Foods Company

- **Sponsor EIN:** 363843103

- **Sponsor Address:** 3268 BLUE HERON VIEW, MACEDON, NY, 145029337

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

- **Total Participants:** 665

- **Total Assets:** $30.6M

## 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|665|$30.6M|$838,688|$2.7M|

| 2023|477|$24.4M|$635,973|$2.1M|

| 2022|421|$19.8M|$444,106|$1.7M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$117,493|—|$117,493|

| ARTHUR J GALLAGHER & CO|INVESTMENT ADVISORY|$25,000|—|$25,000|

| BOWERS & COMPANY CPAS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [ARTHUR J GALLAGHER & CO](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISORY

- [BOWERS & COMPANY CPAS, PLLC](https://planprovider.pro/provider/bowers-and-company-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $142,493

- **Estimated Expense Ratio:** 0.466% 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|$142,493|$25,000|$117,493|—|—|

| 2023|$128,894|$37,500|$91,394|—|—|

| 2022|$83,419|$6,250|$77,169|—|—|

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