Plan Snapshot
- Plan Sponsor: Telus Agriculture Holdings (Us) INC.
- Sponsor EIN: 851862602
- Sponsor Address: 911 UNIVERSITY DRIVE, STATE COLLEGE, PA, 168016632
- Plan Type: 401(k)
- Total Participants: 761
- Total Assets: $94.6M
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. |
|---|---|---|---|---|
| 2024 | 761 | $94.6M | $3.0M | $7.2M |
| 2023 | 720 | $80.9M | $3.0M | $6.9M |
| 2022 | 546 | $68.5M | $2.0M | $4.4M |
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 |
|---|---|---|---|---|
| POWDERLY VUCHNICH PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $169,203 | — | $169,203 | — | — |
| 2023 | $156,180 | — | $156,180 | — | — |
| 2022 | $118,216 | — | $118,216 | — | — |