Plan Snapshot
- Plan Sponsor: Old World Spices & Seasonings, LLC
- Sponsor EIN: 431661879
- Sponsor Address: 4370 W. 109TH STREET, STE 300, OVERLAND PARK, KS, 66211
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $4.3M
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 | 133 | $4.3M | $230,146 | $412,210 |
| 2023 | 122 | $4.2M | $258,400 | $427,855 |
| 2022 | 139 | $4.4M | $272,571 | $468,686 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | $13,325 | — | $13,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,325
- Estimated Expense Ratio: 0.308% 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 | $63,738 | $25,133 | $23,488 | $13,325 | — |
| 2023 | $68,170 | $27,817 | $25,181 | $13,365 | — |
| 2022 | $43,936 | — | $25,998 | — | $17,938 |