Plan Snapshot
- Plan Sponsor: Sugar Creek Packing Co.
- Sponsor EIN: 311225301
- Sponsor Address: 495 OLD CHILLICOTHE RD SE, WASHINGTON COURT HOUSE, OH, 43160
- Plan Type: 401(k)
- Total Participants: 1,497
- Total Assets: $63.2M
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 | 1,497 | $63.2M | $1.8M | $3.2M |
| 2023 | 1,524 | $53.5M | $1.6M | $3.1M |
| 2022 | 1,546 | $42.4M | $1.5M | $2.9M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $69,643 | — | $69,643 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $46,991 | — | $46,991 |
| MCGLADREY LLP | AUDITOR | $23,500 | — | $23,500 |
| RSM US LLP | Auditor | $23,500 | — | $23,500 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $10,472 | — | $10,472 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,106
- Estimated Expense Ratio: 0.276% 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 | $153,307 | $116,634 | — | $23,500 | — |
| 2023 | $117,218 | $92,351 | — | $18,008 | — |
| 2022 | $71,798 | — | $71,798 | — | — |