Plan Snapshot
- Plan Sponsor: Valley Fresh Foods, INC.
- Sponsor EIN: 941712414
- Sponsor Address: 3600 E. LINWOOD AVENUE, TURLOCK, CA, 953809108
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 218
- Total Assets: $16,779
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $16,779 | $3.2M | $196,063 |
| 2023 | 181 | $36,408 | $646,703 | $195,022 |
| 2022 | 189 | $42,126 | $2.8M | $257,841 |
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 |
|---|---|---|---|---|
| COMBINED BENEFITS ADMINISTRATORS | Other Service Provider | $62,296 | — | $62,296 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,296
- Estimated Expense Ratio: 371.274% 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 | $62,368 | — | $62,296 | — | — |
| 2023 | $54,585 | — | $54,466 | — | — |
| 2022 | $63,511 | $63,445 | — | — | — |