Plan Snapshot
- Plan Sponsor: The Little Potato Company, INC.
- Sponsor EIN: 474247349
- Sponsor Address: 801 LITTLE POTATO WAY, DEFOREST, WI, 53532
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $7.2M
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 | 151 | $7.2M | $324,097 | $824,425 |
| 2023 | 189 | $5.6M | $315,471 | $735,061 |
| 2022 | 105 | $4.3M | $247,560 | $698,533 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $33,856 | $28,924 | $4,932 | — | — |
| 2023 | $24,822 | — | $24,822 | — | — |
| 2022 | $6,096 | — | $6,096 | — | — |