Plan Snapshot
- Plan Sponsor: Proffer Wholesale Produce INC
- Sponsor EIN: 430974873
- Sponsor Address: P O BOX 625, PARK HILLS, MO, 63601
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 157 | $1.2M | $120,868 | $233,565 |
| 2023 | 154 | $912,007 | $102,192 | $204,749 |
| 2022 | 141 | $568,831 | $91,193 | $277,326 |
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 |
|---|---|---|---|---|
| MALONEY, WRIGHT & ROBBINS, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $20,486 | — | $20,486 | — | — |
| 2023 | $15,954 | — | $15,954 | — | — |
| 2022 | $8,430 | — | $8,430 | — | — |