Plan Snapshot
- Plan Sponsor: Duncan Family Farms, LLC
- Sponsor EIN: 260509802
- Sponsor Address: 17072 W INDIAN SCHOOL ROAD, GOODEAR, AZ, 85395
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $8.8M
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 | 221 | $8.8M | $294,287 | $630,294 |
| 2023 | 222 | $8.0M | $305,615 | $716,865 |
| 2022 | 227 | $7.0M | $348,059 | $773,789 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES LLP | Auditor | — | — | $0 |
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 | $37,969 | $27,823 | — | — | — |
| 2023 | $30,643 | $24,442 | — | — | — |
| 2022 | $32,303 | — | — | — | — |