Plan Snapshot
- Plan Sponsor: Select Veal Feeds, INC.
- Sponsor EIN: 232295977
- Sponsor Address: 519 ALLENTOWN ROAD, SOUDERTON, PA, 18964
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $11.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 243 | $11.8M | $726,097 | $584,135 |
| 2023 | 249 | $10.0M | $677,904 | $531,573 |
| 2022 | 223 | $8.1M | $612,491 | $531,186 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $35,846 | — | $35,846 |
| GLOBAL RETIREMENT PARTNERS | ADVISOR | $30,617 | — | $30,617 |
| TROUT, CPA | AUDITOR | $16,665 | — | $16,665 |
| TROUT CPA | Auditor | $16,665 | — | $16,665 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TROUT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,793
- Estimated Expense Ratio: 0.846% 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 | $40,509 | $10,844 | $13,000 | $16,665 | — |
| 2023 | $14,596 | $3,596 | $11,000 | — | — |
| 2022 | $18,589 | $2,517 | $10,872 | — | $5,200 |