Plan Snapshot
- Plan Sponsor: Ferrara Candy Company
- Sponsor EIN: 363331581
- Sponsor Address: 404 W. HARRISON ST. SUITE 650, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 2,765
- Total Assets: $217.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,765 | $217.3M | $9.9M | $18.2M |
| 2023 | 2,387 | $189.5M | $8.5M | $16.4M |
| 2022 | 2,518 | $169.0M | $9.7M | $18.8M |
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 |
|---|---|---|---|---|
| PORTE BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN — 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 | $474,355 | $69,255 | — | — | — |
| 2023 | $466,279 | $201,828 | — | — | — |
| 2022 | $534,021 | $241,907 | $292,114 | — | — |