Plan Snapshot
- Plan Sponsor: College Fresh, INC.
- Sponsor EIN: 352385042
- Sponsor Address: 701 DEVONSHIRE DRIVE, SUITE C-23, CHAMPAIGN, IL, 61820
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 351 | $2.7M | $211,243 | $382,339 |
| 2023 | 306 | $2.0M | $173,010 | $326,469 |
| 2022 | 300 | $1.5M | $151,312 | $318,031 |
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 |
|---|---|---|---|---|
| COZAD ASSET MANAGEMENT,INC. | RIA | — | $23,837 | $23,837 |
| MH CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COZAD ASSET MANAGEMENT,INC. — RIA
- MH CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,837
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 |
|---|---|---|---|---|---|
| 2025 | $12,355 | — | $12,355 | — | — |
| 2024 | $25,975 | — | $25,975 | — | — |
| 2023 | $20,289 | — | $20,289 | — | — |
| 2022 | $16,975 | — | $16,975 | — | — |