Plan Snapshot
- Plan Sponsor: Taylor Fresh Foods, INC.
- Sponsor EIN: 931214572
- Sponsor Address: 150 MAIN ST STE 400, SALINAS, CA, 939013442
- Plan Type: 401(k)
- Total Participants: 13,662
- Total Assets: $332.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 13,662 | $332.5M | $12.9M | $22.2M |
| 2023 | 12,597 | $281.1M | $11.9M | $20.0M |
| 2022 | 11,715 | $233.0M | $11.9M | $19.2M |
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 |
|---|---|---|---|---|
| AHEARN, JASCO + COMPANY, P.A. | 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 | $792,668 | — | $792,668 | — | — |
| 2023 | $729,634 | $17,465 | $712,169 | — | — |
| 2022 | $727,267 | $69,193 | $658,074 | — | — |