Plan Snapshot
- Plan Sponsor: Gilbert Orchards, INC
- Sponsor EIN: 910233730
- Sponsor Address: 1440 N 16TH AVE, YAKIMA, WA, 98902
- Plan Type: 401(k)
- Total Participants: 489
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 489 | $3.3M | $193,843 | $337,122 |
| 2023 | 531 | $2.6M | $155,951 | $306,469 |
| 2022 | 591 | $2.2M | $272,660 | $199,944 |
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 |
|---|---|---|---|---|
| ALEGRIA & COMPANY, PS | 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 | $20,123 | $20,123 | — | — | — |
| 2023 | $14,240 | $14,240 | — | — | — |
| 2022 | $15,035 | $15,035 | — | — | — |