# Perfection Bakeries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/perfection-bakeries-inc-401k-plan-002

> Perfection Bakeries, INC.'s 401(k) plan: 628 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perfection Bakeries, INC.

- **Sponsor EIN:** 350577170

- **Sponsor Address:** 350 PEARL STREET, FORT WAYNE, IN, 46802

- **Plan Type:** 401(k)

- **Total Participants:** 628

- **Total Assets:** $106.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|628|$106.2M|$2.5M|$4.3M|

| 2023|601|$100.5M|$2.5M|$4.0M|

| 2022|674|$89.7M|$2.5M|$3.4M|

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$183,908|—|$183,908|

| PROCOURSE FIDUCIARY ADVISORS, LLC|RETAINED BY CLIENT|$44,000|—|$44,000|

| CROWE, LLP|RETAINED BY EMPLOYER|$14,175|—|$14,175|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $242,083

- **Estimated Expense Ratio:** 0.228% 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|$242,083|$94,368|$133,540|$14,175|—|

| 2023|$231,306|$92,279|$115,777|$23,250|—|

| 2022|$206,482|$101,420|$105,062|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/perfection-bakeries-inc-401k-plan-002)

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