Plan Snapshot
- Plan Sponsor: Polly'S Food Service, INC.
- Sponsor EIN: 380935150
- Sponsor Address: 1821 SPRING ARBOR RD., JACKSON, MI, 492032703
- Plan Type: DC
- Total Participants: 194
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 194 | $6.7M | $141,337 | $136,750 |
| 2023 | 174 | $6.1M | $488,704 | $189,909 |
| 2022 | 178 | $5.1M | $11,177 | $116,567 |
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 |
|---|---|---|---|---|
| DILLON ASSOCIATES | NONE | $18,809 | — | $18,809 |
| SENTINEL BENEFITS GROUP, LLC | NONE | $18,693 | — | $18,693 |
| MANER COSTERISAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — NONE
- MANER COSTERISAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,502
- Estimated Expense Ratio: 0.562% 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 | $39,759 | $18,809 | — | — | — |
| 2023 | $35,429 | $16,011 | — | — | — |
| 2022 | $29,825 | $3,073 | — | — | $26,752 |