Plan Snapshot
- Plan Sponsor: Chosen Foods, LLC
- Sponsor EIN: 611753568
- Sponsor Address: 350 CAMINO DE LA REINA, STE. 400, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 80 | $4.3M | $319,854 | $700,262 |
| 2023 | 123 | $3.3M | $329,141 | $732,963 |
| 2022 | 117 | $2.3M | $233,790 | $555,714 |
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 |
|---|---|---|---|---|
| LEVITZACKS CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEVITZACKS CPAS, LLP — 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 | $26,946 | $280 | $26,516 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |