Plan Snapshot
- Plan Sponsor: Nucal Foods, INC.
- Sponsor EIN: 770437160
- Sponsor Address: 720 SOUTH STOCKTON AVENUE, RIPON, CA, 95366
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $12.9M
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 | 70 | $12.9M | $598,065 | $465,298 |
| 2023 | 126 | $11.1M | $566,677 | $451,881 |
| 2022 | 112 | $9.5M | $499,783 | $380,161 |
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 |
|---|---|---|---|---|
| ATHERTON AND ASSOCIATES, LLP | 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 | $47,053 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |