Plan Snapshot
- Plan Sponsor: Farmers Union Holding Company
- Sponsor EIN: 852039220
- Sponsor Address: 1415 12TH AVENUE SE, JAMESTOWN, ND, 58401
- Plan Type: DB
- Total Participants: 48
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 48 | $10.2M | $800,000 | $0 |
| 2023 | 53 | $9.8M | $800,000 | $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 |
|---|---|---|---|---|
| BRADY MARTZ AND ASSOCIATES | Auditor | $10,340 | — | $10,340 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY MARTZ AND ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,340
- Estimated Expense Ratio: 0.102% 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 | $91,022 | $12,571 | $44,128 | $10,340 | — |
| 2023 | $137,832 | $11,446 | $53,920 | $19,590 | — |