# Matson Fruit Company 401(k) Plan
Source: https://planprovider.pro/companies/matson-fruit-company-910310180-004

> Matson Fruit Company's 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Matson Fruit Company

- **Sponsor EIN:** 910310180

- **Sponsor Address:** P.O. BOX 307, SELAH, WA, 989420307

- **Plan Type:** 401(k)

- **Plan Number:** 004

- **Total Participants:** 146

- **Total Assets:** $9.6M

## 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|146|$9.6M|$40,364|$418,808|

| 2023|147|$8.5M|$39,985|$388,685|

| 2022|156|$7.4M|$37,376|$356,088|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$71,644|—|$71,644|

| EDWARD JONES|Investment Advisor|—|$21,681|$21,681|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,325

- **Estimated Expense Ratio:** 0.973% 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|$71,645|—|$71,645|—|—|

| 2023|$60,538|—|$60,538|—|—|

| 2022|$52,071|—|$52,071|—|—|

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