Plan Snapshot
- Plan Sponsor: Alpine Pacific Nut Co., INC.
- Sponsor EIN: 204579573
- Sponsor Address: P.O. BOX 999, HUGHSON, CA, 95326
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $1.9M
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 | 104 | $1.9M | $210,954 | $231,107 |
| 2023 | 115 | $1.4M | $200,509 | $226,239 |
| 2022 | 115 | $863,608 | $205,555 | $213,175 |
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 |
|---|---|---|---|---|
| GRIMBELBY COLEMAN ADVISORS & ACCOUN | 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 | $3,085 | — | — | — | — |
| 2023 | $2,700 | — | — | — | — |
| 2022 | $2,275 | — | — | — | $2,275 |