Plan Snapshot
- Plan Sponsor: Legacy Fruit, LLC
- Sponsor EIN: 832036659
- Sponsor Address: 12 HOFFER ROAD, WAPATO, WA, 98951
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $8.8M
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 | 477 | $8.8M | $314,925 | $534,306 |
| 2023 | 490 | $7.5M | $334,903 | $531,247 |
| 2022 | 556 | $6.0M | $329,010 | $518,576 |
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 ASSET MANAGEMENT | CONTRACT ADMIN | $25,650 | — | $25,650 |
| EMPOWER ANNUITY INSURANCE CO OF AME | RECORDKEEPER | $11,869 | — | $11,869 |
| LARSON GROSS ASSURANCE PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,519
- Estimated Expense Ratio: 0.424% 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 | $38,547 | — | $38,547 | — | — |
| 2023 | $28,157 | — | $28,157 | — | — |
| 2022 | $29,736 | — | $29,736 | — | — |