Plan Snapshot
- Plan Sponsor: Mckenzie Foods, INC.
- Sponsor EIN: 351726952
- Sponsor Address: 4631 LISBORN DRIVE, CARMEL, IN, 46033
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $2.7M
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 | 445 | $2.7M | $55,330 | $112,087 |
| 2023 | 266 | $2.4M | $50,658 | $109,815 |
| 2022 | 132 | $2.1M | $54,302 | $114,662 |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER LLP — Auditor
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 | $347,767 | — | $18,736 | — | — |
| 2023 | $77,515 | — | $11,290 | — | — |
| 2022 | $720 | — | — | — | — |