# Welch Foods, INC., A Cooperative 401(k) Plan
Source: https://planprovider.pro/companies/welch-foods-inc-a-cooperative-160998906-015

> Welch Foods, INC., A Cooperative's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Welch Foods, INC., A Cooperative

- **Sponsor EIN:** 160998906

- **Sponsor Address:** 300 BAKER AVENUE, CONCORD, MA, 01742

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

- **Plan Number:** 015

- **Total Participants:** 0

- **Total Assets:** $127.2M

## 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|0|$127.2M|$0|$0|

| 2023|0|$126.5M|$1.1M|$0|

| 2022|0|$121.8M|$9.0M|$0|

| 2021|0|$116.1M|$10.0M|$0|

## 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|

| SILCHESTER|Investment Advisor|$123,567|—|$123,567|

| STATE STREET|Other Service Provider|$116,195|—|$116,195|

| COLONIAL CONSULTING|Other Service Provider|$91,116|—|$91,116|

| COLCHESTER|Investment Advisor|$34,262|—|$34,262|

| BOIVIN & ASSOCIATES, CPAS, LLC|Auditor|$9,000|—|$9,000|

### Verified Provider Profiles

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

- [BOIVIN & ASSOCIATES, CPAS, LLC](https://planprovider.pro/provider/boivin-and-associates-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $374,140

- **Estimated Expense Ratio:** 0.294% 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|$8,093,361|$368,125|—|—|—|

| 2023|$473,597|$286,865|—|$9,000|—|

| 2022|$543,907|$435,461|—|—|—|

| 2021|$949,593|$532,718|—|—|$9,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/welch-foods-inc-a-cooperative-160998906-015)

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