Plan Snapshot
- Plan Sponsor: Central Milling Holdings, INC.
- Sponsor EIN: 463266503
- Sponsor Address: 122 E CENTER STREET, LOGAN, UT, 84321
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $7.2M
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 | 31 | $7.2M | $276,683 | $439,782 |
| 2023 | 110 | $7.2M | $0 | $490,379 |
| 2022 | 106 | $5.8M | $0 | $459,394 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & CO | Investment Advisor | $27,539 | — | $27,539 |
| BLUE RIDGE ESOP ASSOCIATES | Other Service Provider | $1,325 | $3,735 | $5,060 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,599
- Estimated Expense Ratio: 0.453% 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 | $2,506 | — | $2,506 | — | — |
| 2023 | $1,110 | — | $1,110 | — | — |
| 2022 | $2,102 | — | $2,102 | — | — |