Plan Snapshot
- Plan Sponsor: Makhteshim Agan Of North America
- Sponsor EIN: 133619981
- Sponsor Address: 8601 SIX FORKS ROAD, RALEIGH, NC, 27615
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $27.7M
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 | 196 | $27.7M | $892,600 | $1.8M |
| 2023 | 223 | $25.4M | $1.0M | $2.2M |
| 2022 | 222 | $20.5M | $936,781 | $2.0M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $112,358 | $56,173 | — | — | — |
| 2023 | $105,498 | $51,919 | — | — | — |
| 2022 | $99,677 | — | — | — | — |