Plan Snapshot
- Plan Sponsor: Augusta Cooperative Farm Bureau, INC.
- Sponsor EIN: 540129140
- Sponsor Address: 1205 B RICHMOND ROAD, STAUNTON, VA, 24401
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $6.2M
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 | 97 | $6.2M | $126,786 | $327,018 |
| 2023 | 124 | $6.1M | $124,424 | $321,918 |
| 2022 | 119 | $5.6M | $111,572 | $300,280 |
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 |
|---|---|---|---|---|
| DAVIDSON, DOYLE & HILTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIDSON, DOYLE & HILTON, LLP — 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 | $55,165 | $17,173 | $8,860 | — | — |
| 2023 | $54,760 | $16,371 | $9,320 | — | — |
| 2022 | $52,241 | $16,434 | $35,807 | — | — |