Plan Snapshot
- Plan Sponsor: Columbia Food Service Company
- Sponsor EIN: 592532997
- Sponsor Address: 2025 E. 7TH AVENUE, TAMPA, FL, 33605
- Plan Type: 401(k)
- Total Participants: 803
- Total Assets: $12.4M
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 | 803 | $12.4M | $803,512 | $1.3M |
| 2023 | 1,296 | $10.7M | $687,486 | $1.2M |
| 2022 | 1,175 | $8.1M | $499,533 | $933,811 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER ADVISORY, LLC | Auditor | — | — | $0 |
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 | $70,025 | — | — | — | — |
| 2023 | $63,698 | — | $63,698 | — | — |
| 2022 | $54,559 | — | — | — | — |