Plan Snapshot
- Plan Sponsor: Concord Foods, LLC
- Sponsor EIN: 042438557
- Sponsor Address: 10 MINUTEMAN WAY, BROCKTON, MA, 02301
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $17.4M
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 | 216 | $17.4M | $210,694 | $939,279 |
| 2023 | 221 | $18.3M | $192,208 | $919,988 |
| 2022 | 221 | $16.7M | $186,748 | $848,790 |
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 |
|---|---|---|---|---|
| WITHUM SMITH AND BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH AND BROWN PC — 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 | $14,774 | — | $14,774 | — | — |
| 2023 | $10,295 | — | $10,295 | — | — |
| 2022 | $7,494 | — | $7,494 | — | — |