Plan Snapshot
- Plan Sponsor: Hearthside Food Solutions LLC
- Sponsor EIN: 264228653
- Sponsor Address: 3333 FINLEY RD. SUITE 800, DOWNERS GROVE, IL, 60515
- Plan Type: 401(k)
- Total Participants: 8,997
- Total Assets: $280.1M
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 | 8,997 | $280.1M | $0 | $15.5M |
| 2023 | 6,728 | $291.5M | $11.8M | $17.5M |
| 2022 | 6,937 | $262.9M | $12.2M | $18.5M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $829,864 | $193,119 | — | — | — |
| 2023 | $821,650 | $194,073 | — | — | — |
| 2022 | $783,717 | $171,812 | $611,905 | — | — |