Plan Snapshot
- Plan Sponsor: Link Snacks, INC.
- Sponsor EIN: 311222037
- Sponsor Address: P.O. BOX 397, MINONG, WI, 54859
- Plan Type: 401(k)
- Total Participants: 2,756
- Total Assets: $75.4M
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 | 2,756 | $75.4M | $3.4M | $7.7M |
| 2023 | 3,427 | $61.0M | $2.9M | $6.5M |
| 2022 | 2,771 | $47.1M | $1.4M | $6.3M |
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 | $194,806 | — | $194,806 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | $34,936 | — | $34,936 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- KESTRA INVESTMENT SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,742
- Estimated Expense Ratio: 0.305% 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 | $232,636 | $34,936 | — | $2,894 | — |
| 2023 | $201,944 | $60,445 | — | — | — |
| 2022 | $203,841 | — | — | — | — |