Plan Snapshot
- Plan Sponsor: Naturipe Farms, LLC.
- Sponsor EIN: 593664178
- Sponsor Address: 9450 CORKSCREW PALMS CIRCLE, ESTERO, FL, 33928
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $25.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $25.1M | $717,423 | $1.3M |
| 2023 | 154 | $20.9M | $637,307 | $1.1M |
| 2022 | 145 | $17.7M | $596,579 | $1.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSENALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSENALLEN LLP — Auditor
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 | $64,509 | $45,945 | — | — | — |
| 2023 | $55,228 | $37,567 | — | — | — |
| 2022 | $55,619 | $36,554 | — | — | $19,065 |