Plan Snapshot
- Plan Sponsor: New Columbia Fruit Packers, LLC
- Sponsor EIN: 910906247
- Sponsor Address: P. O. BOX 920, WENATCHEE, WA, 98807
- Plan Type: 401(k)
- Total Participants: 639
- Total Assets: $7.4M
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 | 639 | $7.4M | $120,371 | $660,830 |
| 2023 | 806 | $7.5M | $115,785 | $631,552 |
| 2022 | 351 | $7.2M | $92,331 | $470,862 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INS CO | Recordkeeper | $24,085 | — | $24,085 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $17,642 | — | $17,642 |
| BENEFITS2 ADMINISTRATORS LLC | Recordkeeper | $8,596 | — | $8,596 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INS CO — Recordkeeper
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,323
- Estimated Expense Ratio: 0.678% 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 | $51,672 | — | — | — | — |
| 2023 | $45,519 | — | — | — | — |
| 2022 | $13,731 | — | $13,731 | — | — |