Plan Snapshot
- Plan Sponsor: Pure'S Food Specialties, LLC
- Sponsor EIN: 814475441
- Sponsor Address: 2929 S. 25TH AVE, BROADVIEW, IL, 60155
- Plan Type: 401(k)
- Total Participants: 996
- Total Assets: $5.2M
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 | 996 | $5.2M | $0 | $1.0M |
| 2023 | 553 | $3.4M | $0 | $869,410 |
| 2022 | 382 | $2.2M | $0 | $716,919 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $77,897 | — | $77,897 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $19,441 | $19,441 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,338
- Estimated Expense Ratio: 1.876% 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 | $81,123 | — | $81,123 | — | — |
| 2023 | $56,421 | — | $56,421 | — | — |
| 2022 | $39,706 | — | $39,706 | — | — |