Plan Snapshot
- Plan Sponsor: Bar-S Foods Co.
- Sponsor EIN: 860409987
- Sponsor Address: 18700 N. HAYDEN ROAD, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 4,109
- Total Assets: $211.8M
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 | 4,109 | $211.8M | $10.9M | $10.3M |
| 2023 | 3,770 | $191.6M | $9.7M | $8.7M |
| 2022 | 3,359 | $168.2M | $8.2M | $8.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $477,381 | $13,966 | $491,347 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | — | $72,828 | $72,828 |
| BAKER TILLY US, LLP | Other Service Provider | — | $16,400 | $16,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $580,575
- Estimated Expense Ratio: 0.274% 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 | $477,381 | — | $477,381 | — | — |
| 2023 | $411,623 | — | $411,623 | — | — |
| 2022 | $399,007 | — | $399,007 | — | — |