Plan Snapshot
- Plan Sponsor: Indigo Ag, INC.
- Sponsor EIN: 464051206
- Sponsor Address: 500 RUTHERFORD AVENUE, BOSTON, MA, 02129
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 659
- Total Assets: $46.9M
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. |
|---|---|---|---|---|
| 2025 | 659 | $46.9M | $0 | $0 |
| 2024 | 161 | $43.7M | $0 | $3.2M |
| 2023 | 399 | $44.9M | $0 | $7.4M |
| 2022 | 708 | $36.9M | $0 | $8.7M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $70,611 | — | $70,611 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $56,699 | $650 | $57,349 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,960
- Estimated Expense Ratio: 0.273% 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 |
|---|---|---|---|---|---|
| 2025 | $6,313,172 | $56,699 | — | — | — |
| 2024 | $137,085 | $57,130 | — | — | — |
| 2023 | $124,077 | $109,245 | — | — | — |
| 2022 | $101,047 | — | — | — | — |