Plan Snapshot
- Plan Sponsor: Stanislaus Farm Supply
- Sponsor EIN: 941147776
- Sponsor Address: 624 EAST SERVICE ROAD, MODESTO, CA, 95358
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 123 | $24.9M | $155,820 | $629,177 |
| 2022 | 130 | $22.7M | $434,069 | $655,416 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $177,872 | — | $177,872 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,872
- Estimated Expense Ratio: 0.713% 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 |
|---|---|---|---|---|---|
| 2023 | $88,939 | — | $88,939 | — | — |
| 2022 | $90,454 | — | $90,454 | — | — |