Plan Snapshot
- Plan Sponsor: Clover Farms Dairy LLC
- Sponsor EIN: 921062793
- Sponsor Address: 3300 POTTSVILLE PIKE, READING, PA, 19612
- Plan Type: DC
- Total Participants: 220
- Total Assets: $7.0M
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 | 220 | $7.0M | $392,910 | $273,965 |
| 2023 | 224 | $6.1M | $383,095 | $243,729 |
| 2022 | 233 | $5.3M | $367,315 | $246,877 |
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 |
|---|---|---|---|---|
| HERBEIN AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HERBEIN AND COMPANY — 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 | $56,421 | $24,446 | $31,975 | — | — |
| 2023 | $50,902 | $21,211 | $29,691 | — | — |
| 2022 | $52,555 | $22,297 | $30,258 | — | — |