Plan Snapshot
- Plan Sponsor: Opal Foods Cooperative, INC.
- Sponsor EIN: 465653205
- Sponsor Address: 16194 HWY 59, NEOSHO, MO, 64850
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $7.0M
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 | 547 | $7.0M | $593,857 | $846,157 |
| 2023 | 301 | $5.6M | $325,150 | $476,577 |
| 2022 | 277 | $4.8M | $311,565 | $462,007 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $5,825 | — | $5,825 |
| FROST, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- FROST, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,825
- Estimated Expense Ratio: 0.083% 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 | $8,170 | — | — | — | — |
| 2023 | $6,657 | — | — | — | — |
| 2022 | $8,752 | — | — | — | $7,781 |