Plan Snapshot
- Plan Sponsor: Bristol Farms, INC.
- Sponsor EIN: 953750445
- Sponsor Address: 915 E 230TH STREET, CARSON, CA, 90745
- Plan Type: 401(k)
- Total Participants: 2,022
- Total Assets: $46.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,022 | $46.6M | $418,192 | $2.0M |
| 2023 | 2,284 | $44.4M | $397,409 | $2.2M |
| 2022 | 2,111 | $39.6M | $751,434 | $2.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $202,566 | $87,589 | — | — | — |
| 2023 | $198,055 | $80,560 | — | — | — |
| 2022 | $121,349 | — | — | — | — |