# Sugar Creek Packing Co. 401(k) Plan
Source: https://planprovider.pro/companies/sugar-creek-packing-co-401k-plan

> Sugar Creek Packing Co.'s 401(k) plan: 1,497 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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