Plan Snapshot
- Plan Sponsor: Reser'S Fine Foods, INC.
- Sponsor EIN: 930476628
- Sponsor Address: PO BOX 8, BEAVERTON, OR, 970750008
- Plan Type: DB
- Total Participants: 48
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 48 | $11.1M | $248,405 | $0 |
| 2023 | 51 | $11.9M | $277,617 | $0 |
| 2022 | 58 | $12.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| INDEPENDENT ACTUARIES, INC | Other Service Provider | $20,187 | — | $20,187 |
| RVK | Other Service Provider | $19,956 | — | $19,956 |
| US BANK | Other Service Provider | $13,239 | — | $13,239 |
| PERKINS & COMPANY, PC | Auditor | $11,250 | — | $11,250 |
| SAALFELD GRIGGS, PC | ERISA Attorney | $6,273 | — | $6,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY, PC — Auditor
- SAALFELD GRIGGS, PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,905
- Estimated Expense Ratio: 0.638% 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 | $70,905 | $19,956 | — | $11,250 | — |
| 2023 | $79,706 | $22,525 | — | $10,750 | — |
| 2022 | $77,463 | $42,513 | — | — | $34,950 |