Plan Snapshot
- Plan Sponsor: Pretzels, INC
- Sponsor EIN: 351447774
- Sponsor Address: 123 HARVEST ROAD, BLUFFTON, IN, 46714
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $101,192 | $201,903 |
| 2022 | 335 | $7.4M | $696,544 | $730,858 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | NONE | $39,254 | — | $39,254 |
| THE VANGUARD GROUP, INC. | NONE | $32,048 | — | $32,048 |
| DULIN, WARD, DEWALD, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES — NONE
- THE VANGUARD GROUP, INC. — NONE
- DULIN, WARD, DEWALD, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,302
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 |
|---|---|---|---|---|---|
| 2023 | $300 | — | $300 | — | — |
| 2022 | $71,302 | $39,254 | $32,048 | — | — |