Plan Snapshot
- Plan Sponsor: Syracuse Dairy, LLC
- Sponsor EIN: 841710613
- Sponsor Address: 751 SE CR 36, SYRACUSE, KS, 678787822
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $9.8M
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 | 237 | $9.8M | $273,629 | $435,586 |
| 2023 | 211 | $8.7M | $271,717 | $453,608 |
| 2022 | 221 | $7.1M | $273,356 | $434,729 |
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 |
|---|---|---|---|---|
| VARNEY & ASSOCIATES, CPAS, LLC | Auditor | — | — | $0 |
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 | $44,651 | — | $44,651 | — | — |
| 2023 | $37,192 | — | $37,192 | — | — |
| 2022 | $37,202 | — | $37,202 | — | — |