Plan Snapshot
- Plan Sponsor: T. Marzetti Company
- Sponsor EIN: 314244940
- Sponsor Address: 380 POLARIS PARKWAY, SUITE 400, WESTERVILLE, OH, 43082
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $8.6M
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 | 252 | $8.6M | $656,601 | $834,838 |
| 2023 | 254 | $6.7M | $552,174 | $696,889 |
| 2022 | 246 | $5.2M | $439,103 | $558,514 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | 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 | $4,596 | $1,091 | — | — | — |
| 2023 | $3,408 | $861 | — | — | — |
| 2022 | $6,097 | — | — | — | — |