Plan Snapshot
- Plan Sponsor: Eagle Family Foods Group LLC
- Sponsor EIN: 475369803
- Sponsor Address: 1975 EAST 61ST ST, CLEVELAND, OH, 44103
- Plan Type: 401(k)
- Total Participants: 448
- Total Assets: $26.5M
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 | 448 | $26.5M | $1.8M | $2.7M |
| 2023 | 447 | $22.0M | $1.7M | $2.5M |
| 2022 | 441 | $18.3M | $1.5M | $2.1M |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $35,227 | — | $35,227 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,648 | — | $8,648 |
| RSM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,875
- Estimated Expense Ratio: 0.165% 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 | $45,094 | $36,446 | — | — | — |
| 2023 | $130,824 | $51,502 | — | — | — |
| 2022 | $96,815 | $31,280 | $65,535 | — | — |