Plan Snapshot
- Plan Sponsor: Lidestri Foods, INC.
- Sponsor EIN: 161029729
- Sponsor Address: 815 WEST WHITNEY ROAD, FAIRPORT, NY, 14450
- Plan Type: 401(k)
- Total Participants: 874
- Total Assets: $66.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 874 | $66.0M | $1.1M | $3.4M |
| 2023 | 994 | $64.7M | $1.3M | $4.0M |
| 2022 | 1,281 | $61.9M | $1.5M | $4.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $93,133 | — | $93,133 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | CONSULTANT | $40,000 | — | $40,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,436 | — | $12,436 |
| BONADIO CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS, LLC — CONSULTANT
- STRATEGIC ADVISORS, INC. — ADVISOR
- BONADIO CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,569
- Estimated Expense Ratio: 0.221% 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 | $145,569 | $12,436 | — | — | — |
| 2023 | $151,225 | $51,011 | $3,000 | — | — |
| 2022 | $151,123 | $8,178 | — | — | — |