Plan Snapshot
- Plan Sponsor: Belgioioso Cheese, INC.
- Sponsor EIN: 391324847
- Sponsor Address: 4200 MAIN STREET, GREEN BAY, WI, 54311
- Plan Type: 401(k)
- Total Participants: 1,128
- Total Assets: $190.7M
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 | 1,128 | $190.7M | $9.9M | $8.5M |
| 2023 | 1,118 | $156.2M | $9.3M | $7.6M |
| 2022 | 1,097 | $125.5M | $6.0M | $6.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $309,083 | $301,645 | — | — | — |
| 2023 | $269,422 | $262,456 | — | — | — |
| 2022 | $272,413 | $267,743 | — | — | — |