Plan Snapshot
- Plan Sponsor: Agm California INC
- Sponsor EIN: 770309110
- Sponsor Address: 1400 EASTON DRIVE, BAKERSFIELD, CA, 93309
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $7.4M
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. |
|---|---|---|---|---|
| 2024 | 98 | $7.4M | $138,924 | $320,813 |
| 2023 | 99 | $6.3M | $162,969 | $347,663 |
| 2022 | 125 | $5.2M | $165,774 | $381,685 |
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 |
|---|---|---|---|---|
| BARBICH HOOPER KING DILL HOFFMAN | 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 | $10,546 | $9,769 | — | — | — |
| 2023 | $10,160 | $8,388 | $675 | — | — |
| 2022 | $9,630 | $8,141 | — | — | — |