Plan Snapshot
- Plan Sponsor: Trans Ova Genetics L.C.
- Sponsor EIN: 861077454
- Sponsor Address: 2938 380TH ST, SIOUX CENTER, IA, 512507507
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $30.5M
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 | 438 | $30.5M | $926,981 | $2.4M |
| 2023 | 371 | $25.4M | $665,510 | $1.9M |
| 2022 | 314 | $20.6M | $535,268 | $1.6M |
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 |
|---|---|---|---|---|
| DENMAN CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DENMAN CPA LLP — 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 | $97,062 | — | $97,062 | — | — |
| 2023 | $78,864 | — | $78,864 | — | — |
| 2022 | $73,275 | — | $73,275 | — | — |