Plan Snapshot
- Plan Sponsor: Minturn Nut Co., INC.
- Sponsor EIN: 770437665
- Sponsor Address: 8800 S. MINTURN ROAD, LE GRAND, CA, 953339711
- Plan Type: DC
- Total Participants: 146
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 146 | $6.0M | $182,215 | $389,069 |
| 2023 | 125 | $5.1M | $181,215 | $385,474 |
| 2022 | 116 | $4.0M | $175,932 | $360,948 |
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 |
|---|---|---|---|---|
| BRIDGEWATER ADVISORY GROUP | ADVISOR FEES | $21,518 | — | $21,518 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $14,345 | — | $14,345 |
| JWT & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRIDGEWATER ADVISORY GROUP — ADVISOR FEES
- THE VANGUARD GROUP, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,863
- Estimated Expense Ratio: 0.596% 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 | $36,133 | — | $31,153 | — | — |
| 2023 | $29,795 | — | $26,435 | — | — |
| 2022 | $29,019 | — | $24,314 | — | — |