Plan Snapshot
- Plan Sponsor: Caputo'S New Farm Produce - Addison, INC.
- Sponsor EIN: 363760368
- Sponsor Address: 520 E NORTH AVE, CAROL STREAM, IL, 60188
- Plan Type: 401(k)
- Total Participants: 958
- Total Assets: $10.5M
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 | 958 | $10.5M | $239,385 | $495,880 |
| 2023 | 1,467 | $9.2M | $222,732 | $489,663 |
| 2022 | 1,235 | $7.5M | $200,838 | $412,568 |
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 |
|---|---|---|---|---|
| MILLER COOPER & CO, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & CO, LTD — 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 | $80,597 | $42,049 | $38,548 | — | — |
| 2023 | $85,150 | $34,455 | $50,695 | — | — |
| 2022 | $64,249 | $38,594 | $25,655 | — | — |