# Costa Farms, LLC 401(k) Plan
Source: https://planprovider.pro/companies/costa-farms-llc-401k-plan

> Costa Farms, LLC's 401(k) plan: 3,900 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Costa Farms, LLC

- **Sponsor EIN:** 271453116

- **Sponsor Address:** 21800 SW 162 AVENUE, MIAMI, FL, 33170

- **Plan Type:** 401(k)

- **Total Participants:** 3,900

- **Total Assets:** $41.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|3,900|$41.2M|$2.0M|$3.5M|

| 2023|3,994|$30.9M|$1.6M|$3.0M|

| 2022|4,475|$23.7M|$1.5M|$3.0M|

## 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|

| PROACCOUNT|MANAGED ACCOUNT ADVISOR|$30,048|—|$30,048|

| JOHN HANCOCK LIFE INS. CO. (USA)|RECORDKEEPER|—|$26,307|$26,307|

| RAYMOND JAMES FIN SERV ADVISORS|BROKER/ADVISER|$23,762|—|$23,762|

| NATIONWIDE|RECORDKEEPER|$5,619|—|$5,619|

| PENSION SERVICES, INC.|CONTRACT ADMIN|$5,100|—|$5,100|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INS. CO. (USA)](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,836

- **Estimated Expense Ratio:** 0.221% 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|$111,438|—|$111,298|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Village Farms, L.P.](https://planprovider.pro/companies/village-farms-l-p-401k-plan) — 312 participants

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