Plan Snapshot
- Plan Sponsor: Agreeya Solutions, INC.
- Sponsor EIN: 202965578
- Sponsor Address: 605 COOLIDGE DRIVE, FOLSOM, CA, 95630
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $9.2M
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. |
|---|---|---|---|---|
| 2024 | 100 | $9.2M | $343,793 | $775,207 |
| 2023 | 120 | $7.9M | $305,325 | $759,538 |
| 2022 | 121 | $6.5M | $301,210 | $749,184 |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | INVESTMENT ADVISORY | $42,367 | — | $42,367 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $34,276 | — | $34,276 |
| NARESH ARORA & GULRAJANI CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,643
- Estimated Expense Ratio: 0.836% 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 | $76,643 | $42,367 | — | — | — |
| 2023 | $63,587 | $35,716 | — | — | — |
| 2022 | $54,416 | $31,922 | — | — | — |