Plan Snapshot
- Plan Sponsor: Rumiano Cheese Co.
- Sponsor EIN: 680040051
- Sponsor Address: PO BOX 863, WILLOWS, CA, 959880863
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $7.0M | $242,545 | $421,943 |
| 2023 | 154 | $6.5M | $246,546 | $403,107 |
| 2022 | 146 | $5.8M | $257,655 | $424,347 |
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 |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — Auditor
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 | $62,604 | $43,815 | — | — | — |
| 2023 | $55,259 | $47,545 | — | — | — |
| 2022 | $44,081 | $629 | $21,909 | — | — |