Custom Agri Systems 401(k) match, vesting and fees
What Custom Agri Systems' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alerus Financial, N.A. | Schedule C ↗ |
| Independent auditor | William Vaughn Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Custom Agri Systems: employer contribution per participant | $2,259 | |
| Peer median | $1,847 |
| Custom Agri Systems: average balance | $49,328 | |
| Peer median | $65,512 |
| Custom Agri Systems: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.8M at the end of plan year 2021 to $11.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 271 | $11.8M | $542K | $2,259 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 293 | $10.7M | $488K | $1,907 | 0.73% | Not published | Form 5500 ↗ |
| 2022 | 297 | $8.5M | $435K | $1,680 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 289 | $9.8M | $357K | $1,708 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Custom Agri Systems match 401(k) contributions?
The match terms for the Custom Agri Systems, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $542K in employer contributions, about $2,259 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Custom Agri Systems 401(k) match vested?
The vesting schedule for the Custom Agri Systems, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Custom Agri Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alerus Financial, N.A.. The plan administrator is Custom Agri Systems, Inc..
I left Custom Agri Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Custom Agri Systems, Inc., (419) 599-5180) or the recordkeeper, Alerus Financial, N.A.. The Custom Agri Systems old 401(k) page lists the contacts from every plan filing. Find an old Custom Agri Systems 401(k)
Data from the public Form 5500 annual reports Custom Agri Systems filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Custom Agri Systems. Not financial advice. Report a correction · Methodology