Plan Snapshot
- Plan Sponsor: Custom Agri Systems, INC.
- Sponsor EIN: 341387174
- Sponsor Address: 255 CO RD R, NAPOLEON, OH, 43545
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 228 | $11.8M | $542,173 | $1.0M |
| 2023 | 214 | $10.7M | $488,233 | $880,420 |
| 2022 | 214 | $8.5M | $435,156 | $756,585 |
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 |
|---|---|---|---|---|
| WILLIAM VAUGHN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAM VAUGHN COMPANY — 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 | $53,598 | $31,024 | — | — | — |
| 2023 | $70,291 | $34,164 | — | — | — |
| 2022 | $67,393 | $24,194 | — | — | — |