Foster Poultry Farms DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Foster Poultry Farms
  • Sponsor EIN: 942382364
  • Sponsor Address: PO BOX 457, LIVINGSTON, CA, 95334
  • Plan Type: DB
  • Plan Number: 003
  • Total Participants: 2,026
  • Total Assets: $382.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,026$382.2M$0$0
20232,319$375.4M$0$0
20222,772$388.1M$0$0

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
FID INV INST OPS CORecordkeeper$594,983—$594,983
GOLDMAN SACHSInvestment Advisor$549,800—$549,800
THE BANK OF NEW YORK MELLONCustodian / Trustee$147,497—$147,497
BLACKROCKInvestment Advisor$90,374—$90,374
ATHERTON & ASSOCIATES LLPAuditor$67,700—$67,700
INDEPENDENT INSURANCE ANALYSTSInsurance Carrier$7,500—$7,500

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $1,457,854
  • Estimated Expense Ratio: 0.381% 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$6,608,362$640,184—$67,700—
2023$7,248,907$666,962$7,500$43,051—
2022$5,878,139$460,486——$582,076

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