# American Farmland Trust 401(k) Plan
Source: https://planprovider.pro/companies/american-farmland-trust-401k-plan

> American Farmland Trust's 401(k) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Farmland Trust

- **Sponsor EIN:** 521190211

- **Sponsor Address:** 2000 PENNSYLVANIA AVE NW, WASHINGTON, DC, 20006

- **Plan Type:** 401(k)

- **Total Participants:** 224

- **Total Assets:** $20.2M

## 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|224|$20.2M|$1.9M|$1.5M|

| 2023|173|$15.2M|$1.3M|$1.0M|

| 2022|131|$11.3M|$1.1M|$761,353|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$86,024|$35|$86,059|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$41,971|—|$41,971|

| 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:** $128,030

- **Estimated Expense Ratio:** 0.633% 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|$127,995|$43,012|$41,971|—|—|

| 2023|$91,167|$31,150|$28,867|—|—|

| 2022|$81,135|$28,244|$24,796|—|$28,095|

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