Plan Snapshot
- Plan Sponsor: Roskam Baking Company
- Sponsor EIN: 381341912
- Sponsor Address: P.O. BOX 202, GRAND RAPIDS, MI, 495010202
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $335,927 | $504,063 |
| 2022 | 1,313 | $20.3M | $1.4M | $2.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $116,378 | — | $116,378 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISORY | — | $17,885 | $17,885 |
| KDP RETIREMENT PLAN SERVICES INC | OTHER SERVICES | — | $10,579 | $10,579 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MGMT CO — INVESTMENT ADVISORY
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,842
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 | $28,125 | — | $28,125 | — | — |
| 2022 | $100,432 | — | $100,432 | — | — |