Plan Snapshot
- Plan Sponsor: Brewster Heights Packing & Orchards, LP
- Sponsor EIN: 760707748
- Sponsor Address: P.O. BOX 735, BREWSTER, WA, 98812
- Plan Type: 401(k)
- Total Participants: 3,375
- Total Assets: $29.9M
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 | 3,375 | $29.9M | $814,518 | $1.6M |
| 2023 | 2,571 | $25.6M | $816,963 | $1.6M |
| 2022 | 2,442 | $22.1M | $733,325 | $1.4M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | $56,637 | — | $56,637 |
| BENEFITS2 ADMINISTRATORS LLC | Recordkeeper | $2,475 | $13,845 | $16,320 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,957
- Estimated Expense Ratio: 0.244% of plan assets
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 | $101,244 | $56,637 | $2,475 | — | — |
| 2023 | $92,631 | $53,121 | $3,150 | — | — |
| 2022 | $103,672 | $48,898 | $54,774 | — | — |