Plan Snapshot
- Plan Sponsor: Specialty Bakers, LLC
- Sponsor EIN: 273266461
- Sponsor Address: 450 SOUTH STATE ROAD, MARYSVILLE, PA, 17053
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 93 | $4.6M | $36,969 | $207,979 |
| 2023 | 100 | $4.2M | $34,942 | $210,263 |
| 2022 | 98 | $3.9M | $0 | $210,250 |
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 |
|---|---|---|---|---|
| BOLES METZGER BROSIUS & WALBORN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOLES METZGER BROSIUS & WALBORN PC — 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 | $392,743 | — | $9,436 | — | — |
| 2023 | $545,287 | — | $8,934 | — | — |
| 2022 | $5,142 | — | — | — | — |