Plan Snapshot
- Plan Sponsor: Agrivision, INC.
- Sponsor EIN: 462101109
- Sponsor Address: 900 W. GRAND AVE., PORTERVILLE, CA, 93257
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $11.8M
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 | 135 | $11.8M | $407,620 | $629,196 |
| 2023 | 148 | $10.3M | $421,503 | $632,991 |
| 2022 | 179 | $9.8M | $438,778 | $685,281 |
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 |
|---|---|---|---|---|
| WILSHIRE ASSOCIATES | RIA | $5,506 | — | $5,506 |
| CALIBER AUDIT & ATTEST, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSHIRE ASSOCIATES — RIA
- CALIBER AUDIT & ATTEST, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,506
- Estimated Expense Ratio: 0.047% 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 | $100,130 | $5,506 | $2,025 | — | — |
| 2023 | $90,770 | $4,910 | $2,700 | — | — |
| 2022 | $86,914 | $84,889 | $2,025 | — | — |