Plan Snapshot
- Plan Sponsor: Foremost Farms Usa
- Sponsor EIN: 391805431
- Sponsor Address: 8401 GREENWAY BLVD SUITE 600, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 517
- Total Assets: $29.8M
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 | 517 | $29.8M | $710,964 | $1.6M |
| 2023 | 470 | $28.1M | $630,568 | $1.4M |
| 2022 | 429 | $25.3M | $777,910 | $1.6M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $81,461 | $25,776 | — | — | — |
| 2023 | $95,121 | $27,842 | — | — | — |
| 2022 | $95,998 | $29,914 | $1,153 | — | $300 |