Plan Snapshot
- Plan Sponsor: Agate Housing And Services, INC.
- Sponsor EIN: 010639118
- Sponsor Address: 2309 NICOLLET AVENUE SOUTH, MINNEAPOLIS, MN, 55404
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 218
- Total Assets: $4.2M
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. |
|---|---|---|---|---|
| 2025 | 218 | $4.2M | $0 | $0 |
| 2024 | 100 | $3.6M | $176,712 | $199,183 |
| 2023 | 119 | $3.2M | $154,199 | $174,169 |
| 2022 | 177 | $2.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY, LLC | 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 |
|---|---|---|---|---|---|
| 2025 | $303,559 | — | $3,476 | — | — |
| 2024 | $7,950 | — | $7,950 | — | — |
| 2023 | $7,027 | — | $7,027 | — | — |
| 2022 | $395,158 | — | $4,375 | — | — |