Plan Snapshot
- Plan Sponsor: Agraria Insurance Company
- Sponsor EIN: 450214096
- Sponsor Address: 1415 12TH AVE. SE PO BOX 2020, JAMESTOWN, ND, 584022020
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $14.0M
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 | 124 | $14.0M | $265,413 | $726,076 |
| 2023 | 118 | $12.4M | $265,219 | $733,330 |
| 2022 | 129 | $10.3M | $234,505 | $653,670 |
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 |
|---|---|---|---|---|
| BRADY MARTZ & ASSOCIATES | Auditor | $3,227 | — | $3,227 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY MARTZ & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,227
- Estimated Expense Ratio: 0.023% of plan assets
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 | $48,496 | $13,512 | — | $3,227 | — |
| 2023 | $66,693 | $8,240 | — | $8,137 | — |
| 2022 | $54,705 | $43,169 | $11,536 | — | — |