# Labatt Food Service 401(k) Plan
Source: https://planprovider.pro/companies/labatt-food-service-401k-plan

> Labatt Food Service's 401(k) plan: 1,586 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Labatt Food Service

- **Sponsor EIN:** 260421158

- **Sponsor Address:** 4500 INDUSTRY PARK DRIVE, SAN ANTONIO, TX, 782185405

- **Plan Type:** 401(k)

- **Total Participants:** 1,586

- **Total Assets:** $83.3M

## 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|1,586|$83.3M|$1.5M|$5.4M|

| 2023|1,219|$71.2M|$1.4M|$4.2M|

| 2022|1,174|$62.2M|$1.3M|$3.9M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$31,082|—|$31,082|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$30,187|—|$30,187|

| RSM US LLP|ACCOUNTANT/AUDITOR|$13,388|—|$13,388|

| SCOTT MILLER CPA AND ASSOCIATES PC|Auditor|$13,388|—|$13,388|

| MARCADO|CONSULTANT|$11,875|—|$11,875|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — ACCOUNTANT/AUDITOR

- [SCOTT MILLER CPA AND ASSOCIATES PC](https://planprovider.pro/provider/scott-miller-cpa-and-associates-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,920

- **Estimated Expense Ratio:** 0.120% 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|$86,532|$31,082|$300|$13,388|—|

| 2023|$90,964|$41,727|$1,500|$22,575|—|

| 2022|$89,661|$37,115|—|—|—|

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