Plan Snapshot
- Plan Sponsor: Agrati Usa Corp.
- Sponsor EIN: 364810440
- Sponsor Address: 24000 SOUTH WESTERN AVENUE, PARK FOREST, IL, 60466
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $25.1M
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 | 414 | $25.1M | $539,657 | $1.4M |
| 2023 | 429 | $23.3M | $693,268 | $1.5M |
| 2022 | 439 | $20.0M | $601,573 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $51,215 | — | $51,215 |
| FIFTH THIRD BANK | Investment Advisor | $27,966 | — | $27,966 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,904 | — | $5,904 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,085
- Estimated Expense Ratio: 0.340% 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 | $85,085 | $33,870 | — | — | — |
| 2023 | $68,754 | $26,436 | — | — | — |
| 2022 | $59,019 | — | $59,019 | — | — |