Plan Snapshot
- Plan Sponsor: Newly Weds Foods, LLC
- Sponsor EIN: 361546460
- Sponsor Address: 8550 W BRYN MAWR, CHICAGO, IL, 60641
- Plan Type: 401(k)
- Total Participants: 2,915
- Total Assets: $111.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,915 | $111.3M | $9,249 | $7.8M |
| 2023 | 2,913 | $98.7M | $0 | $9.8M |
| 2022 | 2,904 | $82.3M | $0 | $4.9M |
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 |
|---|---|---|---|---|
| RSM US LLP | NONE | $24,708 | — | $24,708 |
| RSM US, LLP | Auditor | $24,708 | — | $24,708 |
| T ROWE PRICE RPS INC | NONE | $20,629 | — | $20,629 |
| HARVEST INVESTMENT SERVICES LLC | NONE | $20,625 | — | $20,625 |
| GREAT GRAY TRUST COMPANY, LLC | NONE | $6,750 | — | $6,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,420
- Estimated Expense Ratio: 0.088% 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 | $77,674 | $375 | — | $24,708 | — |
| 2023 | $71,941 | — | — | $22,500 | — |
| 2022 | $77,020 | — | — | — | $48,000 |