# United States Bakery 401(k) Plan
Source: https://planprovider.pro/companies/united-states-bakery-930302130-001

> United States Bakery's 401(k) plan: 1,051 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United States Bakery

- **Sponsor EIN:** 930302130

- **Sponsor Address:** 315 NE 10TH AVENUE, PORTLAND, OR, 97232

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 1,051

- **Total Assets:** $106.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,051|$106.9M|$9.2M|$3.7M|

| 2023|1,012|$98.3M|$9.3M|$3.0M|

| 2022|966|$83.0M|$8.3M|$2.5M|

## 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|

| MILLIMAN INVESTMENTS|Other Service Provider|$111,615|—|$111,615|

| MORGAN STANLEY GLOBAL BANK OPS|Recordkeeper|$38,000|—|$38,000|

| MILLIMAN, INC.|Recordkeeper|$30,132|—|$30,132|

| MATRIX TRUST|Recordkeeper|$29,315|—|$29,315|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY GLOBAL BANK OPS](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MATRIX TRUST](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $209,062

- **Estimated Expense Ratio:** 0.196% 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|$209,062|$149,615|—|—|—|

| 2023|$209,468|$154,820|—|—|—|

| 2022|$194,668|—|—|—|$194,668|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-states-bakery-930302130-001)

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