Plan Snapshot
- Plan Sponsor: The Farmers Realty Company
- Sponsor EIN: 840459336
- Sponsor Address: 221 N 3RD ST, STERLING, CO, 807514301
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $5.8M
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 | 54 | $5.8M | $211,862 | $200,153 |
| 2023 | 73 | $5.0M | $160,220 | $152,429 |
| 2022 | 57 | $5.1M | $181,260 | $189,382 |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — Auditor
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 | $28,193 | — | $28,193 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $25,462 | — | $25,462 | — | — |