Plan Snapshot
- Plan Sponsor: Rochelle Foods, LLC
- Sponsor EIN: 363889635
- Sponsor Address: 1001 S MAIN STREET, ROCHELLE, IL, 610682189
- Plan Type: 401(k)
- Total Participants: 5,132
- Total Assets: $187.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,132 | $187.0M | $8.1M | $11.9M |
| 2023 | 5,158 | $171.7M | $7.4M | $10.9M |
| 2022 | 5,262 | $148.5M | $1.5M | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $176,174 | — | $176,174 |
| MEKETA FIDUCIARY MANAGEMENT LLC | NONE | $44,584 | — | $44,584 |
| ERNST & YOUNG US LLP | NONE | $33,700 | — | $33,700 |
| VAN IWAARDEN ASSOCIATES | OTHER | $6,583 | — | $6,583 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG US LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,041
- Estimated Expense Ratio: 0.140% 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 | $266,178 | $46,384 | — | $33,700 | — |
| 2023 | $310,556 | $52,517 | — | $55,800 | — |
| 2022 | $576 | $533 | — | — | — |