# Upper Lakes Foods, INC. 401(k) Plan
Source: https://planprovider.pro/companies/upper-lakes-foods-inc-401k-plan

> Upper Lakes Foods, INC.'s 401(k) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upper Lakes Foods, INC.

- **Sponsor EIN:** 410915145

- **Sponsor Address:** 801 INDUSTRY AVE, CLOQUET, MN, 55720

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

- **Total Participants:** 423

- **Total Assets:** $29.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|423|$29.9M|$657,983|$2.1M|

| 2023|407|$25.6M|$633,582|$1.8M|

| 2022|365|$22.1M|$461,541|$1.5M|

## 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|

| MHS ADVISORY SERVICES, LLC|NONE|$55,934|—|$55,934|

| STANCORP FINANCIAL GROUP|NONE|$42,175|—|$42,175|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,109

- **Estimated Expense Ratio:** 0.329% 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|$65,339|$55,934|$9,405|—|—|

| 2023|$57,382|$47,129|$10,253|—|—|

| 2022|$55,850|$44,462|$11,388|—|—|

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