Plan Snapshot
- Plan Sponsor: Fromm Family Foods, LLC
- Sponsor EIN: 462088050
- Sponsor Address: 13145 GREEN BAY ROAD, MEQUON, WI, 53092
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $13.2M
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 | 239 | $13.2M | $446,535 | $1.1M |
| 2023 | 273 | $10.9M | $392,346 | $965,001 |
| 2022 | 203 | $8.4M | $352,356 | $915,740 |
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 |
|---|---|---|---|---|
| PENSION CONSULTANTS CO., INC. | Recordkeeper | — | $5,820 | $5,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,820
- Estimated Expense Ratio: 0.044% 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 | $1,470 | — | — | — | — |
| 2023 | $4,190 | — | — | — | — |
| 2022 | $1,640 | — | — | — | — |