Plan Snapshot
- Plan Sponsor: Ole Mexican Foods, INC.
- Sponsor EIN: 581847060
- Sponsor Address: 6585 CRESCENT DRIVE, NORCROSS, GA, 30071
- Plan Type: 401(k)
- Total Participants: 730
- Total Assets: $6.2M
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 | 730 | $6.2M | $390,871 | $954,081 |
| 2023 | 697 | $5.0M | $316,118 | $716,121 |
| 2022 | 681 | $4.4M | $38,712 | $578,472 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | RECORDKEEPER | $25,392 | — | $25,392 |
| MERRILL LYNCH LIFE AGENCY, INC. | ADVISOR | $21,581 | — | $21,581 |
| WINDHAM BRANNON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS. CO — RECORDKEEPER
- MERRILL LYNCH LIFE AGENCY, INC. — ADVISOR
- WINDHAM BRANNON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,973
- Estimated Expense Ratio: 0.759% 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 | $46,973 | $21,581 | — | — | — |
| 2023 | $40,327 | $18,616 | — | — | — |
| 2022 | $36,578 | $17,434 | — | — | — |