Plan Snapshot
- Plan Sponsor: Ag Rx
- Sponsor EIN: 770329972
- Sponsor Address: 751 S ROSE AVE, OXNARD, CA, 930305146
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $18.8M | $710,000 | $727,209 |
| 2023 | 132 | $16.5M | $600,000 | $677,367 |
| 2022 | 126 | $14.0M | $755,002 | $607,478 |
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 |
|---|---|---|---|---|
| PKF SAN DIEGO, LLP | Auditor | — | — | $0 |
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 | $25,970 | $19,780 | — | — | — |
| 2023 | $19,008 | — | $815 | — | — |
| 2022 | $17,307 | $16,982 | $325 | — | — |