Plan Snapshot
- Plan Sponsor: Dewey'S Bakery, INC.
- Sponsor EIN: 561246882
- Sponsor Address: 3840 KIMWELL DRIVE, WINSTON SALEM, NC, 271036720
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 153 | $2.8M | $236,903 | $393,382 |
| 2023 | 129 | $2.7M | $222,513 | $386,507 |
| 2022 | 144 | $2.2M | $93,996 | $328,773 |
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 |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — 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 | $21,538 | $3,658 | $14,222 | — | — |
| 2023 | $24,329 | — | $24,329 | — | — |
| 2022 | $31,445 | — | $25,649 | — | $5,796 |