Employers › Agri Beef
Recordkeeping fees per participant · Agri Beef Co. 401(k) Profit Sharing Plan and Trust · plan year 2024
$91.81
Higher than 68% of the 5,847 plans $50 to 250M that report it.
= $182,524 / 1,988
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260410122111NAL0016040211001, received 2026-04-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410122111NAL0016040211001, received 2026-04-10
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-04-10.
Administrative expenses excluding investment management, per participant
$161.91
Higher than 78% of the 8,758 plans $50 to 250M that report it.
= $321,876 / 1,988
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260410122111NAL0016040211001, received 2026-04-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410122111NAL0016040211001, received 2026-04-10
Administrative expenses per participant
$200.88
Higher than 71% of the 9,042 plans $50 to 250M that report it.
= $399,346 / 1,988
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260410122111NAL0016040211001, received 2026-04-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410122111NAL0016040211001, received 2026-04-10
Administrative expenses as a share of assets
0.403%
Higher than 94% of the 9,049 plans $50 to 250M that report it.
= $399,346 / $99,036,410
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260410122111NAL0016040211001, received 2026-04-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260410122111NAL0016040211001, received 2026-04-10
Employer contributions per participant
$1,538
Higher than 21% of the 9,105 plans $50 to 250M that report it.
= $3,057,814 / 1,988
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260410122111NAL0016040211001, received 2026-04-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410122111NAL0016040211001, received 2026-04-10
Employer share of total contributions
29.5%
Higher than 50% of the 9,112 plans $50 to 250M that report it.
= $3,057,814 / $10,348,161
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260410122111NAL0016040211001, received 2026-04-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260410122111NAL0016040211001, received 2026-04-10
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260410122111NAL0016040211001, received 2026-04-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AGRI BEEF COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Plan name | AGRI BEEF CO. 401(K) PROFIT SHARING PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Sponsor EIN / plan number | 82-0314694 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Sponsor location | BOISE, ID | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Industry (business code) | 115210, Agriculture, forestry, fishing and hunting | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Filing received | 2026-04-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Participants, beginning of year | 2,018 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Active participants | 1,725 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Participants, end of year | 2,112 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Participants with an account balance | 1,988 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Total assets, beginning of year | $88,752,879 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Total assets, end of year | $99,036,410 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Net assets, end of year | $99,036,410 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Total income | $21,440,948 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Net income | $10,283,531 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Employer contributions | $3,057,814 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Participant contributions | $6,335,415 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Other contributions (incl. rollovers) | $954,932 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Total contributions | $10,348,161 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Benefit payments | $10,641,831 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Total expenses (incl. benefit payments) | $11,157,417 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Total administrative expenses | $399,346 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Contract administrator fees | $124,459 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Recordkeeping fees | $182,524 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| IQPA audit fees | $14,893 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Investment advisory and management fees | $77,470 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Administrative expenses excluding investment management | $321,876 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Held in mutual funds | $77,231,482 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260410122111NAL0016040211001, received 2026-04-10 |
| Independent auditor | HOLTHOUSE CARLIN & VAN TRIGT LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260410122111NAL0016040211001, received 2026-04-10 |
Position = column in the DOL layout for form year 2024. Filing 20260410122111NAL0016040211001, received 2026-04-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 13 Contract administrator; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees; 37 Participant loan processing; 65 Account maintenance fees | $306,983 | yes |
| FOCUS OPERATING LLC DBA JFS WEALTH | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $105,116 | no |
| EIDE BAILLY LLP | AUDITOR | 10 Accounting (including auditing) | $14,000 | no |
| HAWLEY TROXELL ENNIS & HAWLEY LLP | ATTORNEY | 29 Legal | $892 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260410122111NAL0016040211001, received 2026-04-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $88,752,879 | $99,036,410 | 11.6% |
| Participants with a balance | 1,808 | 1,988 | 10.0% |
| Administrative expenses | $260,908 | $399,346 | 53.1% |
| Recordkeeping fees per participant | not reported | $91.81 | |
| Employer contributions | $3,354,195 | $3,057,814 | -8.8% |
Prior filing 20241011100902NAL0021647665001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: AGRI BEEF COMPANY; SEC registrant: Agri Beef Co (CIK 1334208, matched by EIN).