Plan Snapshot
- Plan Sponsor: Takkt Foodservices, LLC
- Sponsor EIN: 263794198
- Sponsor Address: 9555 DRY FORK ROAD, HARRISON, OH, 45030
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $62.5M
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 | 319 | $62.5M | $983,793 | $2.4M |
| 2023 | 193 | $44.6M | $704,300 | $1.5M |
| 2022 | 196 | $38.9M | $723,243 | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $94,720 | $55,550 | $300 | — | — |
| 2023 | $3,373 | — | — | — | — |
| 2022 | $1,105 | — | — | — | — |