Plan Snapshot
- Plan Sponsor: Campagna-Turano Bakery, INC.
- Sponsor EIN: 362588905
- Sponsor Address: 6501 WEST ROOSEVELT ROAD, BERWYN, IL, 60402
- Plan Type: 401(k)
- Total Participants: 1,094
- Total Assets: $103.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,094 | $103.5M | $4.4M | $5.0M |
| 2023 | 963 | $90.8M | $4.0M | $4.7M |
| 2022 | 900 | $76.1M | $3.6M | $4.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $108,987 | — | $108,987 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $65,574 | — | $65,574 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,561
- Estimated Expense Ratio: 0.169% 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 | $183,652 | — | $183,652 | — | — |
| 2023 | $176,145 | — | $176,145 | — | — |
| 2022 | $289,127 | $73,432 | $166,657 | — | $49,038 |