Plan Snapshot
- Plan Sponsor: White'S Farm Supply INC
- Sponsor EIN: 150622271
- Sponsor Address: PO BOX 267, CANASTOTA, NY, 130320267
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $10.1M
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 | 112 | $10.1M | $290,734 | $391,586 |
| 2023 | 101 | $8.9M | $296,337 | $370,373 |
| 2022 | 110 | $7.6M | $281,682 | $372,774 |
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 |
|---|---|---|---|---|
| D'ARCANGELS & CO, LLP | 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 | $2,425 | — | — | — | — |
| 2023 | $2,377 | — | — | — | — |
| 2022 | $1,210 | — | — | — | — |