Plan Snapshot
- Plan Sponsor: Del Real Foods, LLC
- Sponsor EIN: 141879023
- Sponsor Address: 11041 INLAND AVE, MIRA LOMA, CA, 917521155
- Plan Type: DC
- Total Participants: 609
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 609 | $10.1M | $840,981 | $1.3M |
| 2023 | 526 | $7.8M | $676,492 | $1.1M |
| 2022 | 509 | $6.1M | $596,708 | $942,539 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | OTHER SERVICES | — | $36,544 | $36,544 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $12,613 | — | $12,613 |
| WRIGHT FORD YOUNG & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — OTHER SERVICES
- WRIGHT FORD YOUNG & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,157
- Estimated Expense Ratio: 0.485% 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 | $12,613 | — | $12,613 | — | — |
| 2023 | $10,691 | — | $10,691 | — | — |
| 2022 | $11,197 | — | $11,197 | — | — |