# Lidestri Foods, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lidestri-foods-inc-401k-plan

> Lidestri Foods, INC.'s 401(k) plan: 874 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

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

- [BONADIO CO LLP](https://planprovider.pro/provider/bonadio-and-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|—|—|—|

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