Plan Snapshot
- Plan Sponsor: Advanced Agrilytics LLC
- Sponsor EIN: 463358154
- Sponsor Address: 9225 PRIORITY WAY WEST DRIVE, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $5.8M
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 | 124 | $5.8M | $540,517 | $1.1M |
| 2023 | 139 | $4.1M | $537,279 | $998,831 |
| 2022 | 163 | $1.9M | $422,532 | $769,033 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | Investment Advisor | — | $18,503 | $18,503 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MGMT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,503
- Estimated Expense Ratio: 0.318% 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 | $64,834 | — | $16,853 | — | — |
| 2023 | $32,269 | — | $3,852 | — | — |
| 2022 | — | — | — | — | — |