Plan Snapshot
- Plan Sponsor: Bell-Carter Foods, LLC.
- Sponsor EIN: 941338890
- Sponsor Address: 590 YGNACIO VALLEY RD STE 220, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $37.8M
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 | 211 | $37.8M | $518,644 | $1.1M |
| 2023 | 216 | $35.8M | $522,752 | $1.3M |
| 2022 | 263 | $36.3M | $690,932 | $1.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $96,367 | $37,455 | $58,912 | — | — |
| 2023 | $92,048 | $34,994 | $57,054 | — | — |
| 2022 | $100,378 | $39,829 | $58,189 | — | $2,360 |