# Biery Cheese Company 401(k) Plan
Source: https://planprovider.pro/companies/biery-cheese-company-401k-plan

> Biery Cheese Company's 401(k) plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MEADEN & MOORE, LTD](https://planprovider.pro/provider/meaden-and-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|—|—|—|

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