# Novus Ag, LLC 401(k) Plan
Source: https://planprovider.pro/companies/novus-ag-llc-401k-plan

> Novus Ag, LLC's 401(k) plan: 427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Novus Ag, LLC

- **Sponsor EIN:** 463005373

- **Sponsor Address:** 3420 E HARMONY RD., FORT COLLINS, CO, 80528

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

- **Total Participants:** 427

- **Total Assets:** $20.8M

## 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|427|$20.8M|$1.1M|$2.1M|

| 2023|436|$17.0M|$1.0M|$1.9M|

| 2022|446|$11.5M|$931,316|$1.7M|

## 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|

| ADP, INC.|RECORD KEEPER|$42,541|—|$42,541|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$28,674|—|$28,674|

| RICHEY MAY & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [RICHEY MAY & CO. LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,215

- **Estimated Expense Ratio:** 0.343% 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|$71,216|$28,674|—|—|—|

| 2023|$104,351|$59,964|—|—|—|

| 2022|$74,171|—|—|—|—|

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