Plan Snapshot
- Plan Sponsor: Mrs. Stratton'S Salads, INC.
- Sponsor EIN: 630639589
- Sponsor Address: P.O. BOX 190187, BIRMINGHAM, AL, 352190187
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $5.5M
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 | 108 | $5.5M | $0 | $196,931 |
| 2023 | 114 | $5.2M | $0 | $227,889 |
| 2022 | 132 | $5.2M | $0 | $268,383 |
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 |
|---|---|---|---|---|
| BORLAND BENEFIELD, P.C. | Auditor | — | — | $0 |
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 | $46,856 | $46,856 | — | — | — |
| 2023 | $48,462 | $48,462 | — | — | — |
| 2022 | $58,996 | $21,151 | $37,845 | — | — |