Plan Snapshot
- Plan Sponsor: H&S Bakery, INC.
- Sponsor EIN: 520748852
- Sponsor Address: 601 SOUTH CAROLINE STREET, BALTIMORE, MD, 21231
- Plan Type: 401(k)
- Total Participants: 633
- Total Assets: $39.8M
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 | 633 | $39.8M | $541,239 | $1.8M |
| 2023 | 644 | $35.4M | $524,965 | $1.7M |
| 2022 | 610 | $30.9M | $562,606 | $1.7M |
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 |
|---|---|---|---|---|
| MACALPINE, CARLL & CO. LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $73,235 | $17,525 | — | — | — |
| 2023 | $67,031 | $14,760 | — | — | — |
| 2022 | $93,203 | — | — | — | $93,203 |