Plan Snapshot
- Plan Sponsor: Farmers Investment Co.
- Sponsor EIN: 860090323
- Sponsor Address: P.O. BOX 7, SAHUARITA, AZ, 856290007
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $5.4M
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 | 129 | $5.4M | $0 | $277,104 |
| 2023 | 138 | $5.1M | $0 | $281,832 |
| 2022 | 151 | $5.2M | $196,905 | $384,654 |
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 |
|---|---|---|---|---|
| VASQUEZ & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VASQUEZ & COMPANY, LLP — 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 | $52,006 | $15,576 | — | — | — |
| 2023 | $27,468 | $15,050 | — | — | — |
| 2022 | $20,167 | $16,010 | $4,157 | — | — |