Plan Snapshot
- Plan Sponsor: Bot Of Food Employers And Teamsters Local 463 Retirement Savings Plan
- Sponsor EIN: 237418948
- Sponsor Address: 2500 MCCLELLAN AVENUE, PENNSAUKEN, NJ, 081090001
- Plan Type: DC
- Total Participants: 452
- Total Assets: $27.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 452 | $27.4M | $1.2M | $119,513 |
| 2023 | 402 | $25.6M | $1.0M | $97,601 |
| 2022 | 345 | $23.8M | $971,462 | $104,733 |
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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY PC | Auditor | $9,850 | — | $9,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,850
- Estimated Expense Ratio: 0.036% 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 | $71,823 | $3,075 | $33,461 | $9,850 | — |
| 2023 | $62,395 | $3,075 | $29,529 | $10,530 | — |
| 2022 | $68,374 | $3,100 | $25,993 | — | $20,548 |