Plan Snapshot
- Plan Sponsor: Birkeys Farm Store INC
- Sponsor EIN: 370791276
- Sponsor Address: 2102 W PARK COURT, CHAMPAIGN, IL, 61821
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $50.7M
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 | 394 | $50.7M | $1.2M | $2.1M |
| 2023 | 349 | $44.5M | $1.1M | $2.0M |
| 2022 | 318 | $36.8M | $1.0M | $1.9M |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT/FINANCIAL ADVI | $92,679 | — | $92,679 |
| MESIROW FINANCIAL INVESTMENT MANAGE | INVESTMENT/FINANCIAL ADVI | $24,033 | — | $24,033 |
| CLIFTON LARSON ALLEN LLP | ACCOUNTANT | $10,174 | — | $10,174 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,886
- Estimated Expense Ratio: 0.250% 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 | $131,465 | $128,423 | — | — | — |
| 2023 | $117,874 | $114,724 | — | — | — |
| 2022 | $123,664 | — | — | — | — |