Plan Snapshot
- Plan Sponsor: Red Collar Pet Foods, INC.
- Sponsor EIN: 832019030
- Sponsor Address: 1550 W. MCEWEN DRIVE, SUITE 250, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 32
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 32 | $15.7M | $834,098 | $1.4M |
| 2022 | 639 | $29.3M | $1.3M | $2.2M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP INC | Recordkeeper | $82,511 | — | $82,511 |
| EMBREE FINANCIAL GROUP | Investment Advisor | $25,838 | — | $25,838 |
| RETIREMENT PLAN CONSULTANTS | Recordkeeper | $22,150 | — | $22,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMBREE FINANCIAL GROUP — Investment Advisor
- RETIREMENT PLAN CONSULTANTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,499
- Estimated Expense Ratio: 0.829% 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 |
|---|---|---|---|---|---|
| 2023 | $130,499 | $12,512 | — | — | — |
| 2022 | $102,682 | $28,833 | $73,849 | — | — |