Plan Snapshot
- Plan Sponsor: F&B Mfg LLC
- Sponsor EIN: 274430314
- Sponsor Address: 4245 N. 40TH AVENUE, PHOENIX, AZ, 85019
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $3.7M
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 | 169 | $3.7M | $43,286 | $516,446 |
| 2023 | 154 | $3.9M | $46,100 | $517,989 |
| 2022 | 141 | $3.7M | $40,837 | $475,577 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $25,359 | $1,283 | — | — | — |
| 2023 | $29,232 | $805 | — | — | — |
| 2022 | $29,494 | $123 | — | — | — |