Plan Snapshot
- Plan Sponsor: New Horizons Baking Company, LLC
- Sponsor EIN: 311178698
- Sponsor Address: 211 WOODLAWN AVENUE, NORWALK, OH, 448572276
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 197 | $7.7M | $272,056 | $733,928 |
| 2023 | 164 | $5.8M | $244,130 | $582,504 |
| 2022 | 115 | $4.5M | $212,975 | $555,295 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $42,500 | — | $42,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,500
- Estimated Expense Ratio: 0.552% 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 | $80,678 | $17,065 | — | $42,500 | — |
| 2023 | $27,271 | $13,993 | — | — | — |
| 2022 | $2,905 | — | — | — | — |