# Arborgen INC. 401(k) Plan
Source: https://planprovider.pro/companies/arborgen-inc-401k-plan

> Arborgen INC.'s 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arborgen INC.

- **Sponsor EIN:** 582521259

- **Sponsor Address:** 408 BRIGHTON PARK BLVD, SUMMERVILLE, SC, 294863054

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

- **Total Participants:** 106

- **Total Assets:** $15.7M

## 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|106|$15.7M|$396,209|$676,300|

| 2023|108|$16.1M|$307,056|$633,383|

| 2022|110|$15.8M|$282,773|$667,891|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$37,458|—|$37,458|

| SYNOVUS TRUST COMPANY, N|INVESTMENT ADVISORY|$19,584|—|$19,584|

| WEBSTER ROGERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEBSTER ROGERS LLP](https://planprovider.pro/provider/websterrogers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,042

- **Estimated Expense Ratio:** 0.364% 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|$57,041|$19,583|$37,458|—|—|

| 2023|$59,011|$24,805|$34,206|—|—|

| 2022|$53,667|$25,695|$27,972|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/arborgen-inc-401k-plan)

© 2026 PlanProvider.Pro