Plan Snapshot
- Plan Sponsor: Argonaut Food Partners, LLC
- Sponsor EIN: 461378854
- Sponsor Address: 4509 SOUTH 6TH STREET, STE 209, KLAMATH FALLS, OR, 97603
- Plan Type: 401(k)
- Total Participants: 702
- Total Assets: $4.5M
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 | 702 | $4.5M | $0 | $1.5M |
| 2023 | 646 | $3.2M | $0 | $1.2M |
| 2022 | 416 | $2.0M | $26,150 | $1.0M |
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 |
|---|---|---|---|---|
| JONES & ROTH PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH PC — Auditor
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 | $87,727 | $19,325 | $68,402 | — | — |
| 2023 | $61,722 | $12,552 | $49,170 | — | — |
| 2022 | $29,349 | $8,090 | $21,259 | — | — |