Plan Snapshot
- Plan Sponsor: Agri-Mark, INC.
- Sponsor EIN: 042704972
- Sponsor Address: 10 NEW ENGLAND BUSINESS CTR. DRIVE, ANDOVER, MA, 01810
- Plan Type: 401(k)
- Total Participants: 1,219
- Total Assets: $120.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,219 | $120.5M | $1.0M | $5.6M |
| 2023 | 1,007 | $111.1M | $986,984 | $5.3M |
| 2022 | 1,074 | $93.3M | $1.0M | $5.2M |
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 |
|---|---|---|---|---|
| DOPKINS & COMPANY, LLP | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOPKINS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.009% 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 | $69,713 | $33,252 | $300 | $11,000 | — |
| 2023 | $105,809 | $42,875 | — | $41,300 | — |
| 2022 | $74,599 | $40,443 | — | — | — |