Plan Snapshot
- Plan Sponsor: San Luis Obispo County Farm Supply
- Sponsor EIN: 951629914
- Sponsor Address: PO BOX 111, SAN LUIS OBISPO, CA, 93406
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 156
- Total Assets: $12.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 156 | $12.0M | $0 | $0 |
| 2024 | 110 | $10.5M | $186,491 | $297,957 |
| 2023 | 109 | $11.0M | $210,961 | $303,381 |
| 2022 | 117 | $9.4M | $191,734 | $302,786 |
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 |
|---|---|---|---|---|
| CERITY PARTNERS | Other Service Provider | $51,635 | — | $51,635 |
| CHARLES SCHWAB BANK | Other Service Provider | $6,050 | — | $6,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,685
- Estimated Expense Ratio: 0.480% 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 |
|---|---|---|---|---|---|
| 2025 | $816,955 | $51,635 | $3,021 | — | — |
| 2024 | $79,547 | $14,078 | $65,469 | — | — |
| 2023 | $73,574 | $28,473 | $41,531 | — | — |
| 2022 | $80,722 | $59,349 | $16,184 | — | $5,189 |