# Kraemer'S Nursery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kraemer-s-nursery-inc-401k-plan

> Kraemer'S Nursery, INC.'s 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kraemer'S Nursery, INC.

- **Sponsor EIN:** 930752928

- **Sponsor Address:** PO BOX 930, MT. ANGEL, OR, 97362

- **Plan Type:** 401(k)

- **Total Participants:** 208

- **Total Assets:** $8.2M

## 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|208|$8.2M|$302,370|$678,553|

| 2023|192|$7.4M|$291,886|$604,725|

| 2022|198|$6.6M|$276,205|$633,607|

## 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|

| AMERIPRISE FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$19,250|—|$19,250|

| PENSION PLAN SPECIALISTS, PC|TPA|$5,150|$3,754|$8,904|

| JARRARD, SEIBERT, POLLARD & CO. LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — INVESTMENT ADVISOR

- [JARRARD, SEIBERT, POLLARD & CO. LLC](https://planprovider.pro/provider/jarrard-seibert-pollard-and-co-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,154

- **Estimated Expense Ratio:** 0.345% 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|$38,673|$19,916|$16,897|—|—|

| 2023|$37,094|$17,388|$17,096|—|—|

| 2022|$25,523|$15,480|$8,511|—|—|

## Similar Plans

- [J. Frank Schmidt & Son Co.](https://planprovider.pro/companies/j-frank-schmidt-son-co-401k-plan) — 315 participants

- [Monrovia Nursery Company](https://planprovider.pro/companies/monrovia-nursery-company-401k-plan) — 997 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kraemer-s-nursery-inc-401k-plan)

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