Plan Snapshot
- Plan Sponsor: Lantmannen Unibake Usa, INC.
- Sponsor EIN: 364034179
- Sponsor Address: 1927 4TH AVE SOUTH, ST PETERSBURG, FL, 337121302
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $11.5M
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 | 202 | $11.5M | $627,308 | $997,129 |
| 2023 | 207 | $9.9M | $461,044 | $884,793 |
| 2022 | 187 | $8.2M | $337,761 | $733,746 |
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 |
|---|---|---|---|---|
| CATALANO, CABOOR & CO | 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 | $77,844 | — | $77,844 | — | — |
| 2023 | $62,297 | — | $62,297 | — | — |
| 2022 | $54,417 | — | $54,417 | — | — |