Plan Snapshot
- Plan Sponsor: Peer Foods Group, INC.
- Sponsor EIN: 360851490
- Sponsor Address: 1200 WEST 35TH STREET, CHICAGO, IL, 60609
- Plan Type: 401(k)
- Total Participants: 756
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 756 | $15.9M | $566,354 | $554,521 |
| 2023 | 591 | $14.1M | $76,711 | $506,014 |
| 2022 | 656 | $12.5M | $646,160 | $482,181 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | — | $30,621 | $30,621 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,375 | — | $6,375 |
| WARADY & DAVIS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WARADY & DAVIS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,996
- Estimated Expense Ratio: 0.232% 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 | $6,375 | — | — | — | — |
| 2023 | $6,848 | — | — | — | — |
| 2022 | $6,075 | — | — | — | — |