Plan Snapshot
- Plan Sponsor: La Specialty Produce Co.
- Sponsor EIN: 953973599
- Sponsor Address: 13527 ORDEN DRIVE, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 708
- Total Assets: $28.8M
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 | 708 | $28.8M | $851,789 | $1.5M |
| 2023 | 687 | $24.4M | $755,532 | $1.4M |
| 2022 | 511 | $20.0M | $747,894 | $1.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $54,062 | $16,016 | $70,078 |
| PENSIONMARK FINANCIAL GROUP, LLC | Other Service Provider | $54,349 | — | $54,349 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,427
- Estimated Expense Ratio: 0.432% 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 | $108,413 | $54,349 | $54,064 | — | — |
| 2023 | $102,935 | $45,492 | $57,443 | — | — |
| 2022 | $93,287 | — | $93,287 | — | — |