Plan Snapshot
- Plan Sponsor: Barilla America, INC.
- Sponsor EIN: 061400247
- Sponsor Address: 885 SUNSET RIDGE RD, NORTHBROOK, IL, 60062
- Plan Type: 401(k)
- Total Participants: 620
- Total Assets: $137.9M
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 | 620 | $137.9M | $3.5M | $5.7M |
| 2023 | 592 | $120.0M | $3.0M | $5.2M |
| 2022 | 576 | $96.9M | $3.1M | $4.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $39,835 | — | $39,835 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | $32,500 | — | $32,500 |
| FORVIS MAZARS, LLP | ACCOUNTANT | $24,780 | — | $24,780 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- GLOBAL RETIREMENT PARTNERS — INVESTMENT ADVISOR
- FORVIS MAZARS, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,115
- Estimated Expense Ratio: 0.070% 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 | $89,736 | $72,335 | — | $24,780 | — |
| 2023 | $92,904 | $35,419 | — | $22,525 | — |
| 2022 | $93,489 | $28,691 | — | — | — |