Plan Snapshot
- Plan Sponsor: Fresh Force, LLC
- Sponsor EIN: 473632338
- Sponsor Address: 3220 VANDIVER DRIVE, COLUMBIA, MO, 65202
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $1,648 | $0 |
| 2022 | 342 | $1.7M | $143,619 | $344,442 |
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 |
|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES, INC | Recordkeeper | $15,787 | — | $15,787 |
| WR WEALTH PLANNERS LLC | Investment Advisor | $7,420 | — | $7,420 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,207
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 |
|---|---|---|---|---|---|
| 2023 | — | — | — | — | — |
| 2022 | $26,944 | — | $26,944 | — | — |