Plan Snapshot
- Plan Sponsor: Hickory Farms, LLC
- Sponsor EIN: 341533409
- Sponsor Address: 311 SOUTH WACKER SUITE 2030, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 115 | $11.2M | $363,835 | $764,192 |
| 2023 | 138 | $10.2M | $370,788 | $874,628 |
| 2022 | 143 | $9.5M | $372,407 | $944,811 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $15,050 | — | $15,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,050
- Estimated Expense Ratio: 0.134% 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 | $60,330 | $34,210 | — | $15,050 | — |
| 2023 | $38,709 | $30,620 | — | — | — |
| 2022 | $41,873 | — | $41,873 | — | — |