Plan Snapshot
- Plan Sponsor: Bruce Packing Co., INC.
- Sponsor EIN: 931297989
- Sponsor Address: 380 S. PACIFIC HWY, WOODBURN, OR, 97071
- Plan Type: 401(k)
- Total Participants: 1,306
- Total Assets: $28.4M
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 | 1,306 | $28.4M | $1.6M | $2.6M |
| 2023 | 1,180 | $26.7M | $1.4M | $2.3M |
| 2022 | 757 | $22.4M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| PERKINS & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY, PC — 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 | $138,858 | $13,189 | $125,669 | — | — |
| 2023 | $120,496 | — | $120,496 | — | — |
| 2022 | $104,951 | — | $93,750 | — | $11,201 |