Plan Snapshot
- Plan Sponsor: Leclerc Foods Usa, INC.
- Sponsor EIN: 680500243
- Sponsor Address: 44 PARK DRIVE, MONTGOMERY, PA, 17752
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $8.1M
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 | 456 | $8.1M | $426,057 | $795,074 |
| 2023 | 449 | $7.4M | $454,117 | $802,517 |
| 2022 | 448 | $6.1M | $368,230 | $707,412 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $20,192 | — | $20,192 |
| SECURITIES AMERICA ADVISORS INC | INVESTMENT ADVISOR | $19,163 | — | $19,163 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,355
- Estimated Expense Ratio: 0.489% 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 | $41,542 | $21,350 | — | — | — |
| 2023 | $37,036 | $18,385 | — | — | — |
| 2022 | $21,902 | — | $21,902 | — | — |