Plan Snapshot
- Plan Sponsor: Sound Agriculture Company
- Sponsor EIN: 460774963
- Sponsor Address: 5858 HORTON ST, EMERYVILLE, CA, 94608
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $6.9M
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 | 73 | $6.9M | $618,412 | $1.2M |
| 2023 | 138 | $5.8M | $465,441 | $1.2M |
| 2022 | 144 | $2.7M | $0 | $826,255 |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | Recordkeeper | $5,643 | — | $5,643 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,643
- Estimated Expense Ratio: 0.082% 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 | $6,229 | $5,105 | — | — | — |
| 2023 | $3,792 | $3,044 | — | — | — |
| 2022 | — | — | — | — | — |