Plan Snapshot
- Plan Sponsor: Dennis & Co Ag LLC
- Sponsor EIN: 881203761
- Sponsor Address: 250 N ROUTE 303, W NYACK, NY, 10994
- Plan Type: DC
- Total Participants: 740
- Total Assets: $2.8M
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 | 740 | $2.8M | $0 | $1.1M |
| 2023 | 763 | $1.5M | $4,089 | $958,793 |
| 2022 | 678 | $655,913 | $0 | $539,398 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $11,389 | — | $11,389 |
| CITRIN COOPERMAN ADVISORS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,389
- Estimated Expense Ratio: 0.401% 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 | $11,390 | — | — | — | — |
| 2023 | $9,181 | — | — | — | — |
| 2022 | $1,506 | $1,506 | — | — | — |