Plan Snapshot
- Plan Sponsor: Barkley Ag Enterprises, LLC
- Sponsor EIN: 860889844
- Sponsor Address: P.O. BOX 5402, YUMA, AZ, 853665402
- Plan Type: 401(k)
- Total Participants: 449
- Total Assets: $10.2M
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 | 449 | $10.2M | $421,222 | $818,139 |
| 2023 | 429 | $8.4M | $412,733 | $753,587 |
| 2022 | 363 | $6.7M | $376,277 | $629,857 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $68,890 | $1,068 | $67,150 | — | — |
| 2023 | $53,278 | $127 | $4,675 | — | — |
| 2022 | $51,410 | — | — | — | $51,410 |