Plan Snapshot
- Plan Sponsor: Teasdale Foods INC
- Sponsor EIN: 452897455
- Sponsor Address: 2115 E BELTLINE ROAD, CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Total Participants: 516
- Total Assets: $9.0M
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 | 516 | $9.0M | $344,523 | $620,358 |
| 2023 | 527 | $8.1M | $239,386 | $556,589 |
| 2022 | 264 | $6.7M | $170,784 | $471,540 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $38,759 | — | $38,759 |
| VISIONPOINT ADVISORY GROUP | ADVISOR | $10,305 | — | $10,305 |
| ATHERTON AND ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,064
- Estimated Expense Ratio: 0.547% 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 | $49,064 | $10,305 | — | — | — |
| 2023 | $67,202 | $58,722 | — | — | — |
| 2022 | $61,498 | — | — | — | — |