Plan Snapshot
- Plan Sponsor: Foote Cattle Company, LLC
- Sponsor EIN: 743106306
- Sponsor Address: 33409 ROAD 749, IMPERIAL, NE, 69033
- Plan Type: 401(k)
- Total Participants: 448
- Total Assets: $14.8M
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 | 448 | $14.8M | $1.1M | $1.3M |
| 2023 | 404 | $12.2M | $870,586 | $1.1M |
| 2022 | 359 | $9.8M | $775,510 | $932,034 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $1,560 | $76,143 | $77,703 |
| M HOLDINGS SECURITIES INC | NONE | $6,022 | $30,208 | $36,230 |
| ADAMS BROWN | NONE | $22,100 | — | $22,100 |
| ADAMSBROWN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADAMSBROWN, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,033
- Estimated Expense Ratio: 0.919% 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 | $66,492 | — | $66,492 | — | — |
| 2023 | $66,259 | — | $66,259 | — | — |
| 2022 | $20,027 | — | $3,527 | — | $16,500 |