Plan Snapshot
- Plan Sponsor: Johanna Foods, INC.
- Sponsor EIN: 222973062
- Sponsor Address: 20 JOHANNA FARMS ROAD, FLEMINGTON, NJ, 08822
- Plan Type: DC
- Total Participants: 135
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 135 | $5.1M | $207,537 | $212,179 |
| 2023 | 110 | $4.6M | $34,486 | $209,242 |
| 2022 | 107 | $4.0M | $91,329 | $196,342 |
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 | $22,756 | — | $22,756 | — | — |
| 2023 | $23,400 | — | $23,400 | — | — |
| 2022 | $23,550 | — | $23,550 | — | — |