Plan Snapshot
- Plan Sponsor: Ac Irrigations Holdco, LLC Dba Laurel Ag And Water
- Sponsor EIN: 824475572
- Sponsor Address: 10000 STOCKDALE HWY, BAKERSFIELD, CA, 93311
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $352,262 | $644,781 |
| 2023 | 200 | $6.5M | $300,444 | $597,752 |
| 2022 | 189 | $4.9M | $305,653 | $575,704 |
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 |
|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | Investment Advisor | $43,794 | — | $43,794 |
| PENTEGRA SERVICES, INC. | Other Service Provider | $36,198 | — | $36,198 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $32,954 | — | $32,954 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,946
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 | — | — | — | — | — |
| 2023 | $84,982 | — | $84,982 | — | — |
| 2022 | $77,149 | — | $77,149 | — | — |