Plan Snapshot
- Plan Sponsor: Innovative Ag Services Co.
- Sponsor EIN: 202096489
- Sponsor Address: 2010 S MAIN ST, MONTICELLO, IA, 523107707
- Plan Type: DB
- Total Participants: 306
- Total Assets: $66.6M
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. |
|---|---|---|---|---|
| 2025 | 306 | $66.6M | $0 | $0 |
| 2024 | 279 | $64.8M | $0 | $0 |
| 2023 | 245 | $57.5M | $0 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $168,512 | $59,745 | — | — | — |
| 2024 | $149,250 | $51,800 | — | — | — |
| 2023 | $131,183 | $49,296 | — | — | $15,975 |