Plan Snapshot
- Plan Sponsor: Johanna Foods, INC.
- Sponsor EIN: 222973062
- Sponsor Address: P.O. BOX 272, FLEMINGTON, NJ, 088220272
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $23.0M
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 | 172 | $23.0M | $455,184 | $1.0M |
| 2023 | 161 | $21.1M | $409,186 | $900,623 |
| 2022 | 154 | $20.4M | $405,781 | $926,044 |
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 |
|---|---|---|---|---|
| BKC CPAS, P.C. | 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 | $42,872 | — | $42,872 | — | — |
| 2023 | $52,576 | — | $52,576 | — | — |
| 2022 | $56,518 | — | $56,518 | — | — |