Plan Snapshot
- Plan Sponsor: Rizo-Lopez Foods, INC.
- Sponsor EIN: 770273719
- Sponsor Address: P.O. BOX 1689, EMPIRE, CA, 95319
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $8.9M
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. |
|---|---|---|---|---|
| 2024 | 9 | $8.9M | $83,554 | $247,174 |
| 2023 | 296 | $13.0M | $491,937 | $795,206 |
| 2022 | 250 | $10.9M | $380,079 | $698,135 |
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 |
|---|---|---|---|---|
| SCHWARTZ, GIANNINI, LANTSBERGR & A | 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 | $89,381 | $21,994 | $49,511 | — | — |
| 2023 | $58,918 | $22,958 | $14,095 | — | — |
| 2022 | $89,800 | $27,352 | $42,996 | — | $19,452 |