# Birkeys Farm Store INC 401(k) Plan
Source: https://planprovider.pro/companies/birkeys-farm-store-inc-401k-plan

> Birkeys Farm Store INC's 401(k) plan: 394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|—|—|

## Similar Plans

- [Osg Usa, INC.](https://planprovider.pro/companies/osg-usa-inc-401k-plan) — 421 participants

- [Roland Machinery Company](https://planprovider.pro/companies/roland-machinery-company-401k-plan) — 314 participants

- [Vermeer Midwest, INC.](https://planprovider.pro/companies/vermeer-midwest-inc-plan-001) — 311 participants

- [Birkey'S Farm Store, INC.](https://planprovider.pro/companies/birkey-s-farm-store-inc-plan-002) — 546 participants

- [W. W. Grainger, INC.](https://planprovider.pro/companies/w-w-grainger-inc-401k-plan) — 702 participants

- [Sloan Implement Company, INC.](https://planprovider.pro/companies/sloan-implement-company-inc-401k-plan) — 724 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/birkeys-farm-store-inc-401k-plan)

© 2026 PlanProvider.Pro