Plan Snapshot
- Plan Sponsor: Biery Cheese Company
- Sponsor EIN: 340750763
- Sponsor Address: 6544 PARIS AVENUE, LOUISVILLE, OH, 44641
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $20.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 389 | $20.4M | $689,879 | $1.3M |
| 2023 | 528 | $19.1M | $804,726 | $1.4M |
| 2022 | 614 | $18.5M | $770,413 | $1.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $58,335 | — | $58,335 |
| CAPFINANCIAL PARTNERS LLC | NONE | $23,352 | — | $23,352 |
| MEADEN & MOORE, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MEADEN & MOORE, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,687
- Estimated Expense Ratio: 0.400% 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 | $81,687 | $23,352 | — | — | — |
| 2023 | $92,111 | $31,700 | — | — | — |
| 2022 | $96,613 | $34,991 | — | — | — |