Plan Snapshot
- Plan Sponsor: G And W Foods, INC.
- Sponsor EIN: 431237838
- Sponsor Address: 2041 RAILROAD DRIVE, P.O. BOX 329, WILLOW SPRINGS, MO, 65793
- Plan Type: 401(k)
- Total Participants: 918
- Total Assets: $1.9M
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 | 918 | $1.9M | $127,756 | $180,745 |
| 2023 | 434 | $1.6M | $77,389 | $130,158 |
| 2022 | 396 | $1.0M | $0 | $90,656 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $15,873 | — | $15,873 |
| THE WHITLOCK COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- THE WHITLOCK COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,873
- Estimated Expense Ratio: 0.848% 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 | $15,873 | — | $15,873 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $16,367 | — | $16,367 | — | — |