# Potter & Sims Foods, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/potter-sims-foods-inc-640806495-501

> Potter & Sims Foods, INC.'s Health & Welfare plan: 25 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Potter & Sims Foods, INC.

- **Sponsor EIN:** 640806495

- **Sponsor Address:** PO BOX 1167, KOSCIUSKO, MS, 390901167

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 25

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|25|$0|$0|$0|

| 2024|27|$0|$0|$0|

| 2023|31|$0|$0|$0|

| 2022|40|$0|$0|$0|

## 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|

| OPTUM RX, INC|Other Service Provider|$87,808|$755|$88,563|

| UMR, INC.|Other Service Provider|$30,134|$213|$30,347|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $118,910

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Roberts Company, INC.](https://planprovider.pro/companies/roberts-company-inc-401k-plan) — 677 participants

- [Roberts Company, INC](https://planprovider.pro/companies/roberts-company-inc-720719149-504) — 367 participants

- [Roberts Company, INC.](https://planprovider.pro/companies/roberts-company-inc-720719149-506) — 183 participants

- [Triple V, INC.](https://planprovider.pro/companies/triple-v-inc-640629052-504) — 152 participants

- [Supermarket Operations, INC.](https://planprovider.pro/companies/supermarket-operations-inc-401k-plan) — 82 participants

- [Paradise Foods, INC.](https://planprovider.pro/companies/paradise-foods-inc-401k-plan) — 58 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/potter-sims-foods-inc-640806495-501)

© 2026 PlanProvider.Pro