Plan Snapshot
- Plan Sponsor: River Valley Foods, INC.
- Sponsor EIN: 061136662
- Sponsor Address: 5881 COURT STREET ROAD, SYRACUSE, NY, 13206
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $14.3M
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. |
|---|---|---|---|---|
| 2023 | 307 | $14.3M | $271,611 | $851,858 |
| 2022 | 331 | $11.5M | $292,977 | $921,632 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | SERVICE PROVIDER | — | $52,352 | $52,352 |
| BPAS | TPA | — | $12,288 | $12,288 |
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPAS — TPA
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,640
- Estimated Expense Ratio: 0.452% 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 | $4,100 | — | — | — | — |
| 2022 | $2,800 | — | — | — | — |