# Byrne Dairy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/byrne-dairy-inc-401k-plan

> Byrne Dairy, INC.'s 401(k) plan: 1,869 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Byrne Dairy, INC.

- **Sponsor EIN:** 150258780

- **Sponsor Address:** 2394 US ROUTE 11, LAFAYETTE, NY, 13084

- **Plan Type:** 401(k)

- **Total Participants:** 1,869

- **Total Assets:** $38.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,869|$38.3M|$1.3M|$3.8M|

| 2023|1,772|$33.0M|$1.1M|$3.3M|

| 2022|1,634|$26.9M|$850,405|$2.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$139,805|—|$139,805|

| HAZARD & SIEGEL ADVISORY SERVICES L|INVESTMENT ADVISOR|$42,030|—|$42,030|

| DERMODY BURKE & BROWN CPAS LLC|AUDITOR|$17,000|—|$17,000|

| BOWERS & COMPANY CPAS PLLC|Auditor|$17,000|—|$17,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOWERS & COMPANY CPAS PLLC](https://planprovider.pro/provider/bowers-and-company-cpas-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $215,835

- **Estimated Expense Ratio:** 0.564% 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|$199,745|$42,940|—|$17,000|—|

| 2023|$164,041|$28,482|$135,378|—|—|

| 2022|$108,671|$38,141|$64,280|—|$5,000|

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