Plan Snapshot
- Plan Sponsor: Rudolph Foods Company, INC.
- Sponsor EIN: 341563471
- Sponsor Address: P.O. BOX 509, LIMA, OH, 45802
- Plan Type: DC
- Total Participants: 824
- Total Assets: $40.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 824 | $40.8M | $1.0M | $3.0M |
| 2023 | 684 | $35.0M | $920,812 | $2.9M |
| 2022 | 598 | $30.9M | $972,942 | $2.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $81,814 | — | $81,814 |
| EVERHART FINANCIAL GROUP INC | ADVISOR | $52,863 | — | $52,863 |
| ASPIRIANT LLC | CONSULTANT | $19,941 | — | $19,941 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,536 | — | $12,536 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EVERHART FINANCIAL GROUP INC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,154
- Estimated Expense Ratio: 0.410% 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 | $166,348 | $65,400 | — | — | — |
| 2023 | $158,457 | $88,040 | $300 | — | — |
| 2022 | $169,536 | $13,811 | — | — | — |