Plan Snapshot
- Plan Sponsor: Craftmark Bakery, LLC
- Sponsor EIN: 464037728
- Sponsor Address: 5202 EXPLORATION DR, INDIANAPOLIS, IN, 46241
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $11.6M
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 | 390 | $11.6M | $701,348 | $1.5M |
| 2023 | 343 | $9.0M | $578,165 | $1.2M |
| 2022 | 326 | $7.7M | $615,302 | $1.3M |
| 2021 | 292 | $8.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $32,041 | — | $32,041 |
| RSM US LLP | Auditor | $19,946 | — | $19,946 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,987
- Estimated Expense Ratio: 0.449% of plan assets
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 | $32,042 | — | — | $19,946 | — |
| 2023 | $31,975 | — | — | — | — |
| 2022 | $33,424 | — | — | — | — |
| 2021 | $35,017 | — | — | — | — |