Plan Snapshot
- Plan Sponsor: Farmer Boys Food INC.
- Sponsor EIN: 330761136
- Sponsor Address: 3452 UNIVERSITY AVE, RIVERSIDE, CA, 92501
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $1.3M
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 | 226 | $1.3M | $0 | $375,594 |
| 2023 | 229 | $898,287 | $0 | $366,330 |
| 2022 | 225 | $583,420 | $0 | $385,968 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $6,065 | — | $6,065 |
| KESTRA ADVISORY SERVICES | Investment Advisor | $5,351 | — | $5,351 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- KESTRA ADVISORY SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,416
- Estimated Expense Ratio: 0.908% 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 | $11,417 | $5,529 | — | — | — |
| 2023 | $8,135 | $3,696 | — | — | — |
| 2022 | $8,312 | — | — | — | — |