Plan Snapshot
- Plan Sponsor: Case Foods, INC.
- Sponsor EIN: 521702529
- Sponsor Address: 385 PILCH ROAD, TROUTMAN, NC, 28166
- Plan Type: DC
- Total Participants: 3,298
- Total Assets: $46.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,298 | $46.7M | $1.8M | $3.3M |
| 2023 | 2,642 | $39.2M | $1.6M | $2.8M |
| 2022 | 2,139 | $34.2M | $1.6M | $2.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $98,282 | — | $98,282 |
| FROST, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FROST, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,282
- Estimated Expense Ratio: 0.211% 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 | $98,443 | — | $98,282 | — | — |
| 2023 | $94,260 | — | $94,260 | — | — |
| 2022 | $103,073 | — | $103,073 | — | — |