Plan Snapshot
- Plan Sponsor: Cream-O-Land Dairy, INC.
- Sponsor EIN: 221436887
- Sponsor Address: 529 CEDAR LANE, FLORENCE, NJ, 08518
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 476 | $12.1M | $0 | $706,099 |
| 2023 | 478 | $10.4M | $0 | $658,201 |
| 2022 | 458 | $9.4M | $0 | $585,616 |
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 & COMPANY, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HERBEIN & COMPANY, INC. — 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 | $55,499 | $27,264 | $18,749 | — | — |
| 2023 | $49,023 | $23,390 | $18,143 | — | — |
| 2022 | $57,343 | $33,428 | $21,050 | — | $2,865 |