# Central Valley Ag DB Plan
Source: https://planprovider.pro/companies/central-valley-ag-470834827-010

> Central Valley Ag&#39;s DB plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Central Valley Ag

- **Sponsor EIN:** 470834827

- **Sponsor Address:** PO BOX 429, YORK, NE, 68467

- **Plan Type:** DB

- **Plan Number:** 010

- **Total Participants:** 87

- **Total Assets:** $29.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|87|$29.3M|$840,000|$290,374|

| 2023|95|$27.5M|$840,000|$278,557|

| 2022|96|$24.2M|$840,000|$288,429|

## 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 FINANCIAL GROUP|Other Service Provider|$25,133|—|$25,133|

| MERCER|Other Service Provider|$14,956|—|$14,956|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,089

- **Estimated Expense Ratio:** 0.137% 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|$67,344|$25,133|—|—|—|

| 2023|$56,274|$21,992|—|—|—|

| 2022|$53,083|$21,432|—|—|$7,979|

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