Plan Snapshot
- Plan Sponsor: Nation'S Foodservice, INC.
- Sponsor EIN: 942311759
- Sponsor Address: 11090 SAN PABLO AVENUE STE 200, EL CERRITO, CA, 94530
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $12.3M
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 | 314 | $12.3M | $312,683 | $658,111 |
| 2023 | 330 | $11.2M | $342,420 | $742,119 |
| 2022 | 301 | $9.2M | $313,837 | $705,626 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $44,464 | — | $44,464 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $19,542 | — | $19,542 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,006
- Estimated Expense Ratio: 0.519% 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 | $68,344 | $23,880 | — | — | — |
| 2023 | $58,763 | $20,696 | — | — | — |
| 2022 | $57,853 | $19,519 | $38,334 | — | — |