Plan Snapshot
- Plan Sponsor: Fogle'S, INC.
- Sponsor EIN: 570832371
- Sponsor Address: 5500 NEESES HIGHWAY, NEESES, SC, 29107
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 339 | $7.4M | $309,074 | $389,313 |
| 2023 | 336 | $6.2M | $320,854 | $426,718 |
| 2022 | 312 | $5.4M | $323,474 | $425,610 |
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 |
|---|---|---|---|---|
| MOSS & YANTIS, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS & YANTIS, CPA — 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 | $64,994 | — | $64,994 | — | — |
| 2023 | $55,002 | — | $55,002 | — | — |
| 2022 | $30,126 | — | $24,723 | — | — |