Plan Snapshot
- Plan Sponsor: Sunopta Foods INC.
- Sponsor EIN: 432032635
- Sponsor Address: 7078 SHADY OAK ROAD, EDEN PRAIRIE, MN, 55344
- Plan Type: 401(k)
- Total Participants: 1,172
- Total Assets: $98.7M
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 | 1,172 | $98.7M | $3.6M | $6.6M |
| 2023 | 951 | $88.8M | $3.3M | $6.2M |
| 2022 | 923 | $86.1M | $3.1M | $6.1M |
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 |
|---|---|---|---|---|
| FROEHLING ANDERSON | Auditor | $38,985 | — | $38,985 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,985
- Estimated Expense Ratio: 0.039% 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 | $258,954 | $107,188 | — | $38,985 | — |
| 2023 | $243,230 | $100,433 | $1,500 | $29,230 | — |
| 2022 | $270,734 | — | — | — | — |