Plan Snapshot
- Plan Sponsor: Ag Express Electronics, INC.
- Sponsor EIN: 421377440
- Sponsor Address: 6280 NE 14TH STREET, DES MOINES, IA, 50313
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 157 | $8.4M | $315,372 | $571,558 |
| 2023 | 169 | $8.4M | $310,823 | $554,769 |
| 2022 | 120 | $6.9M | $521,565 | $465,143 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $47,551 | $38,488 | $1,316 | — | — |
| 2023 | $32,125 | $32,125 | — | — | — |
| 2022 | $26,575 | — | — | — | $26,575 |