Surepoint Ag Systems 401(k) match, vesting and fees
What Surepoint Ag 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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Forvis Mazars | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Surepoint Ag Systems: employer contribution per participant | $6,576 | |
| Peer median | $1,917 |
| Surepoint Ag Systems: average balance | $61,676 | |
| Peer median | $58,404 |
| Surepoint Ag Systems: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.38% |
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 $3.1M at the end of plan year 2021 to $7.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 131 | $7.7M | $822K | $6,576 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 135 | $5.9M | $787K | $6,104 | 0.40% | Not published | 5500-SF ↗ |
| 2022 | 128 | $4.8M | $764K | $6,531 | 0.38% | Not published | 5500-SF ↗ |
| 2021 | 66 | $3.1M | $435K | $6,693 | 0.04% | Not published | 5500-SF ↗ |
Other Surepoint Ag Systems plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Surefire Ag Systems Employee Stock Ownership Plan
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.
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Surepoint Ag Systems match 401(k) contributions?
The match terms for the Surepoint Ag Systems, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $822K in employer contributions, about $6,576 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Surepoint Ag Systems 401(k) match vested?
The vesting schedule for the Surepoint Ag Systems, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Surepoint Ag Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Surepoint Ag Systems, Inc..
I left Surepoint Ag Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Surepoint Ag Systems, Inc., (785) 626-3670) or the recordkeeper, Capital Group Retirement Plan Servi. The Surepoint Ag Systems old 401(k) page lists the contacts from every plan filing. Find an old Surepoint Ag Systems 401(k)
Data from the public Form 5500 annual reports Surepoint Ag 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 Surepoint Ag Systems. Not financial advice. Report a correction · Methodology