Plan Snapshot
- Plan Sponsor: America'S Gardening Resource, INC.
- Sponsor EIN: 030289604
- Sponsor Address: 128 INTERVALE ROAD, BURLINGTON, VT, 05401
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $14.6M
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 | 145 | $14.6M | $0 | $735,068 |
| 2023 | 182 | $15.2M | $0 | $853,889 |
| 2022 | 263 | $14.0M | $0 | $927,184 |
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 |
|---|---|---|---|---|
| MCSOLEY, MCCOY & COMPANY | 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 | $60,003 | $23,352 | $930 | — | — |
| 2023 | $58,373 | $22,672 | $1,388 | — | — |
| 2022 | $58,238 | $22,012 | $33,796 | — | $2,430 |