# Case Foods, INC. DC Plan
Source: https://planprovider.pro/companies/case-foods-inc-plan

> Case Foods, INC.'s DC plan: 3,298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Nash Johnson & Sons' Farm, INC.](https://planprovider.pro/companies/nash-johnson-sons-farm-inc-401k-plan) — 3,395 participants

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