Plan Snapshot
- Plan Sponsor: Eagle Eye Produce
- Sponsor EIN: 263853261
- Sponsor Address: 4050 E LINCOLN RD, IDAHO FALLS, ID, 83401
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $9.8M
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 | 352 | $9.8M | $382,219 | $644,580 |
| 2023 | 299 | $8.4M | $391,921 | $659,416 |
| 2022 | 360 | $7.0M | $352,131 | $616,919 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | Investment Advisor | $15,819 | — | $15,819 |
| SECURITIES AMERICA ADVISORS, INC | Investment Advisor | $14,319 | — | $14,319 |
| CAPITAL GROUP RETIREMENT PLAN SERV | Recordkeeper | $11,059 | — | $11,059 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,197
- Estimated Expense Ratio: 0.421% 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 | $42,497 | — | $42,497 | — | — |
| 2023 | $34,378 | — | $34,378 | — | — |
| 2022 | $33,318 | — | $33,318 | — | — |