Plan Snapshot
- Plan Sponsor: All States Ag Parts, LLC
- Sponsor EIN: 825218789
- Sponsor Address: 1200 CREST VIEW DR STE 1, HUDSON, WI, 54016
- Plan Type: 401(k)
- Total Participants: 583
- 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 | 583 | $25.1M | $788,606 | $2.5M |
| 2023 | 317 | $13.1M | $436,428 | $1.3M |
| 2022 | 315 | $9.9M | $400,802 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $59,473 | $45,013 | — | — | — |
| 2023 | $32,722 | $26,011 | — | — | — |
| 2022 | $41,941 | — | — | — | — |