# Utz Quality Foods, LLC 401(k) Plan
Source: https://planprovider.pro/companies/utz-quality-foods-llc-401k-plan

> Utz Quality Foods, LLC's 401(k) plan: 3,057 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utz Quality Foods, LLC

- **Sponsor EIN:** 231292435

- **Sponsor Address:** 900 HIGH STREET, HANOVER, PA, 173311639

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

- **Total Participants:** 3,057

- **Total Assets:** $274.5M

## 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|3,057|$274.5M|$7.1M|$14.0M|

| 2023|3,605|$260.1M|$7.3M|$13.7M|

| 2022|3,742|$225.3M|$6.9M|$13.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$298,957|—|$298,957|

| SAGE WORTH|CONSULTANT|$150,973|—|$150,973|

| STRATEGIC ADVISORS, INC.|ADVISOR|$60,558|—|$60,558|

| SMITH AND DOWNEY|CONSULTANT|$12,485|—|$12,485|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SMITH AND DOWNEY](https://planprovider.pro/provider/smith-and-downey-pa) — CONSULTANT

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $522,973

- **Estimated Expense Ratio:** 0.191% 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|$522,973|$60,558|$300|—|—|

| 2023|$460,828|$70,770|$1,200|$4,000|—|

| 2022|$484,209|$65,092|—|—|—|

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