Plan Snapshot
- Plan Sponsor: Beech-Nut Nutrition Company
- Sponsor EIN: 260415662
- Sponsor Address: ONE NUTRITIOUS PLACE, AMSTERDAM, NY, 12010
- Plan Type: DB
- Total Participants: 15
- Total Assets: $6.4M
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 | 15 | $6.4M | $27,000 | $0 |
| 2023 | 19 | $6.4M | $4,300 | $0 |
| 2022 | 23 | $6.2M | $0 | $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 |
|---|---|---|---|---|
| US BANK NATIONAL ASSOCIATION | NONE | $35,927 | — | $35,927 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,927
- Estimated Expense Ratio: 0.559% 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 | $35,927 | $35,927 | — | — | — |
| 2023 | $35,587 | — | — | — | — |
| 2022 | $39,494 | $39,494 | — | — | — |