Plan Snapshot
- Plan Sponsor: Ag Consulting Partners
- Sponsor EIN: 270698714
- Sponsor Address: 7411 137TH PLACE SE, NEWCASTLE, WA, 98059
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $5.3M
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 | 100 | $5.3M | $273,926 | $1.0M |
| 2023 | 85 | $3.9M | $283,763 | $779,555 |
| 2022 | 98 | $2.9M | $321,437 | $766,423 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,097 | $6,946 | — | — | — |
| 2023 | $20,208 | $20,058 | — | — | — |
| 2022 | $16,212 | $15,912 | — | — | $300 |