Plan Snapshot
- Plan Sponsor: Tony'S Finer Foods Enterprises, LLC
- Sponsor EIN: 421685116
- Sponsor Address: 2501 GUASTI RD., ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 1,936
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,936 | $15.6M | $355,792 | $679,200 |
| 2023 | 2,291 | $13.6M | $462,522 | $693,945 |
| 2022 | 1,216 | $14.9M | $505,659 | $858,558 |
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 |
|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT LLC | ADVISOR | $18,000 | — | $18,000 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.116% 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 | $4,464 | $18,000 | — | — | — |
| 2023 | $2,612 | $18,000 | — | — | — |
| 2022 | $4,070 | — | — | — | — |