Plan Snapshot
- Plan Sponsor: Primal Pet Foods, INC.
- Sponsor EIN: 912159587
- Sponsor Address: 535 WATT DR., FAIRFIELD, CA, 94534
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 417
- Total Assets: $6.9M
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. |
|---|---|---|---|---|
| 2024 | 417 | $6.9M | $453,164 | $1.1M |
| 2023 | 379 | $5.0M | $407,505 | $743,800 |
| 2022 | 360 | $3.5M | $403,661 | $493,922 |
| 2020 | 151 | $2.6M | $156,378 | $317,537 |
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 |
|---|---|---|---|---|
| PORTICO WEALTH ADVISORS, LLC | Investment Advisor | $11,721 | — | $11,721 |
| ADP, INC. | Recordkeeper | $10,344 | — | $10,344 |
| THE PATRIOT FNCL GRP INSUR. AGENCY, | Investment Advisor | $5,438 | — | $5,438 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,503
- Estimated Expense Ratio: 0.397% 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 | $27,504 | $17,551 | — | — | — |
| 2023 | $24,655 | $18,577 | — | — | — |
| 2022 | $5,479 | — | — | — | — |
| 2020 | $14,192 | — | $14,192 | — | — |