Plan Snapshot
- Plan Sponsor: Full Circle Ag
- Sponsor EIN: 460133920
- Sponsor Address: 520 VANDER HORCK ST, BRITTON, SD, 57430
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 73
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 73 | $9.3M | $137,229 | $273,733 |
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 |
|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC FISHER | Investment Advisor | $33,482 | — | $33,482 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $18,305 | — | $18,305 |
| FISHER RETIREMENT SOLUTIONS LLC | Investment Advisor | $12,274 | — | $12,274 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,061
- Estimated Expense Ratio: 0.689% 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 | $64,061 | $45,756 | — | — | — |