Plan Snapshot
- Plan Sponsor: Sakata Seed America, INC.
- Sponsor EIN: 942422674
- Sponsor Address: 13459 COUNTY ROAD 100, WOODLAND, CA, 95776
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $76.9M
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 | 310 | $76.9M | $2.9M | $2.8M |
| 2023 | 299 | $72.2M | $2.7M | $2.5M |
| 2022 | 272 | $62.2M | $2.5M | $2.4M |
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 |
|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $50,000 | — | $50,000 |
| MOSS ADAMS, LLP | AUDITOR | $25,725 | — | $25,725 |
| BAKER TILLY US,LLP | Auditor | $25,725 | — | $25,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,450
- Estimated Expense Ratio: 0.132% 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 | $75,771 | $50,000 | — | $25,725 | — |
| 2023 | $74,150 | $50,000 | — | $24,150 | — |
| 2022 | $161,559 | $50,000 | $87,409 | — | $24,150 |