Plan Snapshot
- Plan Sponsor: Andrighetto Produce, INC. Dba Shasta Produce
- Sponsor EIN: 942992661
- Sponsor Address: P.O. BOX 2328, SOUTH SAN FRANCISCO, CA, 94083
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $17.9M | $0 | $426,186 |
| 2023 | 120 | $16.6M | $654,730 | $437,299 |
| 2022 | 124 | $14.4M | $691,743 | $382,246 |
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 |
|---|---|---|---|---|
| ELSENER AND ELSENER 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 | $61,369 | — | — | — | — |
| 2023 | $80,827 | $80,751 | $76 | — | — |
| 2022 | $90,527 | $90,527 | — | — | — |