Plan Snapshot
- Plan Sponsor: Employee Owned Brands, INC.
- Sponsor EIN: 420990485
- Sponsor Address: 2211 W GRIMES AVE, FAIRFIELD, IA, 525562681
- Plan Type: 401(k)
- Total Participants: 1,120
- Total Assets: $65.6M
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 | 1,120 | $65.6M | $286,421 | $2.6M |
| 2023 | 1,096 | $53.7M | $296,427 | $2.2M |
| 2022 | 1,090 | $49.7M | $259,183 | $2.0M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $180,864 | — | $180,864 | — | — |
| 2023 | $156,907 | — | $156,907 | — | — |
| 2022 | $91,763 | — | $91,763 | — | — |