# Francois Freres Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/francois-freres-usa-inc-401k-plan

> Francois Freres Usa, INC.'s 401(k) plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Francois Freres Usa, INC.

- **Sponsor EIN:** 942957402

- **Sponsor Address:** 1403 JEFFERSON STREET, NAPA, CA, 94559

- **Plan Type:** 401(k)

- **Total Participants:** 644

- **Total Assets:** $10.7M

## 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|644|$10.7M|$728,715|$1.3M|

| 2023|547|$8.4M|$582,082|$1.1M|

| 2022|422|$6.4M|$538,099|$937,452|

## 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|

| THREE BELL CAPITAL|SERVICE PROVIDER|—|$23,096|$23,096|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$10,315|$2|$10,317|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,413

- **Estimated Expense Ratio:** 0.311% 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|$13,429|$4,233|$7,600|—|—|

| 2023|$20,007|—|$20,007|—|—|

| 2022|$18,994|—|—|—|—|

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