Plan Snapshot
- Plan Sponsor: Teter, INC.
- Sponsor EIN: 770071091
- Sponsor Address: 7535 N. PALM, SUITE 201, FRESNO, CA, 93711
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 139 | $12.5M | $0 | $860,992 |
| 2023 | 139 | $10.7M | $0 | $800,987 |
| 2022 | 126 | $9.0M | $0 | $717,574 |
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 |
|---|---|---|---|---|
| BOOS & ASSOCIATES, A PROF CORP | 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 | $61,442 | $61,042 | $400 | — | — |
| 2023 | $66,249 | $60,751 | — | — | — |
| 2022 | $64,968 | $64,144 | — | — | $100 |