Plan Snapshot
- Plan Sponsor: Glorybee Natural Sweetners, INC.
- Sponsor EIN: 930810788
- Sponsor Address: 1680 IRVING ROAD, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 49 | $5.5M | $136,970 | $216,675 |
| 2023 | 66 | $5.1M | $202,153 | $292,930 |
| 2022 | 85 | $5.5M | $175,666 | $303,429 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $36,509 | — | $36,509 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,509
- Estimated Expense Ratio: 0.667% 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 | $36,509 | $16,105 | $20,104 | — | — |
| 2023 | $24,525 | $4,391 | $19,984 | — | — |
| 2022 | $25,870 | — | — | — | — |