Plan Snapshot
- Plan Sponsor: Luckey Farmers, INC.
- Sponsor EIN: 344292930
- Sponsor Address: PO BOX 217, WOODVILLE, OH, 43469
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 136
- Total Assets: $10.4M
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 | 136 | $10.4M | $361,914 | $619,239 |
| 2023 | 91 | $9.2M | $254,773 | $432,360 |
| 2022 | 87 | $8.9M | $256,562 | $414,278 |
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 |
|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | Investment Advisor | $32,862 | — | $32,862 |
| STANCORP FINANCIAL GROUP | Recordkeeper | $28,890 | — | $28,890 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VENTURE VISIONARY PARTNERS LLC — Investment Advisor
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,752
- Estimated Expense Ratio: 0.592% 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 | $62,814 | $32,862 | $29,952 | — | — |
| 2023 | $61,279 | $27,500 | $33,779 | — | — |
| 2022 | $64,335 | — | $64,335 | — | — |