Plan Snapshot
- Plan Sponsor: Buona Beef, LLC
- Sponsor EIN: 611579621
- Sponsor Address: 7075 VETERANS BLVD, BURR RIDGE, IL, 60527
- Plan Type: 401(k)
- Total Participants: 1,194
- Total Assets: $10.4M
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 | 1,194 | $10.4M | $414,640 | $708,487 |
| 2023 | 833 | $8.3M | $348,952 | $597,267 |
| 2022 | 717 | $6.6M | $322,946 | $581,663 |
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 |
|---|---|---|---|---|
| R.J. AUGUSTINE AND ASSOCIATES, LTD. | Auditor | — | — | $0 |
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 | $66,769 | — | $66,769 | — | — |
| 2023 | $48,502 | — | $48,502 | — | — |
| 2022 | $21,070 | — | $21,070 | — | — |