Plan Snapshot
- Plan Sponsor: The French'S Food Company LLC
- Sponsor EIN: 463211306
- Sponsor Address: 24 SCHILLING ROAD, SUITE 1, HUNT VALLEY, MD, 21031
- Plan Type: DB
- Total Participants: 338
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 338 | $37.1M | $3.1M | $0 |
| 2022 | 370 | $34.7M | $2.0M | $0 |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | Custodian / Trustee | $513,710 | — | $513,710 |
| MERCER HUMAN RESOURCE CONSULTING | Actuary | $341,010 | — | $341,010 |
| FRANK RUSSELL TRUST CO. | Custodian / Trustee | $179,744 | — | $179,744 |
| COVINGTON & BURLING, LLP | ERISA Attorney | $129,918 | — | $129,918 |
| SB & COMPANY, LLC | Auditor | $43,430 | — | $43,430 |
| PRINCIPAL | Custodian / Trustee | $23,610 | — | $23,610 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENTS, LLC — Custodian / Trustee
- FRANK RUSSELL TRUST CO. — Custodian / Trustee
- SB & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,231,422
- Estimated Expense Ratio: 3.317% 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 |
|---|---|---|---|---|---|
| 2023 | $1,032,304 | $90,548 | — | $22,258 | — |
| 2022 | $806,538 | — | $306,633 | — | $77,165 |