Plan Snapshot
- Plan Sponsor: Ofd Foods, LLC
- Sponsor EIN: 431121507
- Sponsor Address: 525 25TH AVENUE SW, ALBANY, OR, 97321
- Plan Type: 401(k)
- Total Participants: 516
- Total Assets: $24.3M
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 | 516 | $24.3M | $602,867 | $1.7M |
| 2023 | 498 | $23.1M | $452,477 | $1.4M |
| 2022 | 560 | $20.0M | $460,113 | $1.4M |
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 |
|---|---|---|---|---|
| KERNUTT STOKES, 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 | $91,561 | $41,284 | — | — | — |
| 2023 | $59,607 | $7,337 | — | $10,789 | — |
| 2022 | $37,748 | — | — | — | $37,748 |