Plan Snapshot
- Plan Sponsor: Perfection Bakeries, INC. D/B/A Aunt Millie'S Bakeries
- Sponsor EIN: 350577170
- Sponsor Address: 6230 BLUFFTON ROAD, FORT WAYNE, IN, 46809
- Plan Type: 401(k)
- Total Participants: 1,113
- Total Assets: $85.6M
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 | 1,113 | $85.6M | $2.2M | $5.2M |
| 2023 | 1,104 | $76.5M | $1.9M | $4.6M |
| 2022 | 1,020 | $70.4M | $1.8M | $3.9M |
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 CLIENT | $196,466 | — | $196,466 |
| PROCOURSE FIDUCIARY ADVISORS, LLC | RETAINED BY CLIENT | $33,000 | — | $33,000 |
| 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 — RETAINED BY CLIENT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,641
- Estimated Expense Ratio: 0.285% 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 | $243,640 | $67,687 | $161,778 | $14,175 | — |
| 2023 | $249,944 | $63,845 | $158,849 | $27,250 | — |
| 2022 | $214,091 | $64,051 | $150,040 | — | — |