# Port City Bakery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/port-city-bakery-inc-401k-plan

> Port City Bakery, INC.'s 401(k) plan: 414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Port City Bakery, INC.

- **Sponsor EIN:** 391648648

- **Sponsor Address:** 1326 CORNELL RD, GREEN BAY, WI, 54313

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

- **Total Participants:** 414

- **Total Assets:** $20.8M

## 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|414|$20.8M|$923,752|$1.5M|

| 2023|371|$17.1M|$830,092|$1.3M|

| 2022|350|$13.2M|$698,479|$1.1M|

## 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|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$10,721|—|$10,721|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,721

- **Estimated Expense Ratio:** 0.052% 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|$10,721|—|—|—|—|

| 2023|$9,155|—|—|—|—|

| 2022|$10,120|$1,942|—|—|—|

## Similar Plans

- [Furlani Foods LLC](https://planprovider.pro/companies/furlani-foods-llc-401k-plan) — 384 participants

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