Plan Snapshot
- Plan Sponsor: Enfield Farms, INC.
- Sponsor EIN: 911193530
- Sponsor Address: 1064 BIRCH BAY LYNDEN ROAD, LYNDEN, WA, 98264
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $10.1M
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 | 213 | $10.1M | $304,688 | $415,762 |
| 2023 | 214 | $9.3M | $294,597 | $391,086 |
| 2022 | 171 | $7.6M | $285,690 | $409,749 |
| 2020 | 122 | $7.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $15,016 | — | $15,016 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,016
- Estimated Expense Ratio: 0.149% 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 | $15,016 | — | $1,935 | — | — |
| 2023 | $11,041 | — | $1,125 | — | — |
| 2022 | $527 | — | $527 | — | — |
| 2020 | $453 | — | $453 | — | — |