Plan Snapshot
- Plan Sponsor: Rose Acre Farms, INC.
- Sponsor EIN: 351226426
- Sponsor Address: 1657 W TIPTON ST, SEYMOUR, IN, 47274
- Plan Type: 401(k)
- Total Participants: 2,801
- Total Assets: $100.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,801 | $100.4M | $1.7M | $4.1M |
| 2023 | 2,217 | $86.8M | $1.7M | $3.8M |
| 2022 | 2,237 | $70.9M | $1.5M | $3.3M |
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 |
|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | ADVISOR | $88,955 | — | $88,955 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $49,712 | — | $49,712 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,054 | — | $14,054 |
| BLUE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHEPHERD FINANCIAL INVESTMENT — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BLUE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,721
- Estimated Expense Ratio: 0.152% 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 | $152,695 | $103,008 | — | — | — |
| 2023 | $109,563 | $85,829 | — | — | — |
| 2022 | $102,808 | $9,974 | — | — | — |