Plan Snapshot
- Plan Sponsor: Alliance Ag & Grain, LLC
- Sponsor EIN: 475469106
- Sponsor Address: 313 NORTH MAIN, SPEARVILLE, KS, 67876
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $10.6M
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 | 182 | $10.6M | $191,770 | $499,736 |
| 2023 | 147 | $8.3M | $180,761 | $476,001 |
| 2022 | 160 | $5.9M | $153,592 | $442,304 |
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 |
|---|---|---|---|---|
| LINDBURG VOGEL PIERCE FARIS CHARTER | 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 | $26,749 | $5,000 | $9,013 | — | — |
| 2023 | $23,186 | $5,000 | $7,185 | — | — |
| 2022 | $18,897 | $10,595 | $8,302 | — | — |