Employers › Utz Quality Foods
Recordkeeping fees per participant · Utz Quality Foods, LLC Profit Sharing/401(k) Plan · plan year 2024
$59.10
Higher than 63% of the 1,697 plans $250M to 1B that report it.
= $298,657 / 5,053
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013093844NAL0001047217001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013093844NAL0001047217001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$91.51
Higher than 71% of the 2,324 plans $250M to 1B that report it.
= $462,415 / 5,053
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013093844NAL0001047217001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013093844NAL0001047217001, received 2025-10-13
Administrative expenses per participant
$103.50
Higher than 61% of the 2,405 plans $250M to 1B that report it.
= $522,973 / 5,053
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013093844NAL0001047217001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013093844NAL0001047217001, received 2025-10-13
Administrative expenses as a share of assets
0.191%
Higher than 91% of the 2,407 plans $250M to 1B that report it.
= $522,973 / $274,494,162
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013093844NAL0001047217001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013093844NAL0001047217001, received 2025-10-13
Employer contributions per participant
$1,397
Higher than 14% of the 2,457 plans $250M to 1B that report it.
= $7,058,058 / 5,053
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013093844NAL0001047217001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013093844NAL0001047217001, received 2025-10-13
Employer share of total contributions
30.7%
Higher than 48% of the 2,459 plans $250M to 1B that report it.
= $7,058,058 / $23,017,579
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013093844NAL0001047217001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013093844NAL0001047217001, received 2025-10-13
Plan terms are not published in public filings.
2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013093844NAL0001047217001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UTZ QUALITY FOODS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Plan name | UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Sponsor EIN / plan number | 23-1292435 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Sponsor location | HANOVER, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Industry (business code) | 311900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Participants, beginning of year | 5,563 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Active participants | 3,057 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Participants, end of year | 5,147 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Participants with an account balance | 5,053 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Total assets, beginning of year | $260,066,538 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Total assets, end of year | $274,494,162 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Net assets, end of year | $274,494,162 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Total income | $60,648,663 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Net income | $14,506,282 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Employer contributions | $7,058,058 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Participant contributions | $14,009,947 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $1,949,574 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Total contributions | $23,017,579 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Benefit payments | $45,617,205 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $46,142,381 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Total administrative expenses | $522,973 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Recordkeeping fees | $298,657 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Investment advisory and management fees | $60,558 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Administrative expenses excluding investment management | $462,415 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Held in common/collective trusts | $11,595,825 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Held in mutual funds | $243,013,342 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013093844NAL0001047217001, received 2025-10-13 |
| Independent auditor | RKL LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013093844NAL0001047217001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013093844NAL0001047217001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 99 Other fees | $298,957 | yes |
| SAGE WORTH | CONSULTANT | 16 Consulting (general) | $150,973 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $60,558 | no |
| SMITH AND DOWNEY | CONSULTANT | 16 Consulting (general) | $12,485 | no |
| WEALTH MANAGEMENT SYSTEMS INC | OTHER SERVICE | 49 Other services | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013093844NAL0001047217001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $260,066,538 | $274,494,162 | 5.5% |
| Participants with a balance | 5,194 | 5,053 | -2.7% |
| Administrative expenses | $460,828 | $522,973 | 13.5% |
| Recordkeeping fees per participant | $54.12 | $59.10 | 9.2% |
| Employer contributions | $7,344,116 | $7,058,058 | -3.9% |
Prior filing 20241014103404NAL0013142387001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: UTZ QUALITY FOODS, LLC; SEC registrant: Utz Quality Foods, LLC (CIK 1720623, matched by EIN).