Plan Snapshot
- Plan Sponsor: Attebury Grain, LLC
- Sponsor EIN: 751708605
- Sponsor Address: PO BOX 2707, AMARILLO, TX, 79105
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 90 | $8.4M | $309,216 | $323,324 |
| 2023 | 126 | $8.0M | $286,029 | $301,530 |
| 2022 | 124 | $7.0M | $263,195 | $363,465 |
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | Investment Advisor | — | $19,881 | $19,881 |
| NATIONWIDE FINANCIAL | Custodian / Trustee | $14,094 | — | $14,094 |
| INWEST RETIREMENT SOLUTIONS | Recordkeeper | $9,963 | $3,534 | $13,497 |
| FIDUCIARY WISE | Other Service Provider | $6,000 | — | $6,000 |
| IFAM CAPITAL, LLC | Investment Advisor | $5,242 | — | $5,242 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES, LLC — Investment Advisor
- IFAM CAPITAL, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,714
- Estimated Expense Ratio: 0.703% 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 | $59,209 | $31,618 | $13,497 | — | — |
| 2023 | $54,157 | $48,061 | $6,096 | — | — |
| 2022 | $56,913 | $46,866 | $10,047 | — | — |