Plan Snapshot
- Plan Sponsor: Monson Fruit Co., INC.
- Sponsor EIN: 911496092
- Sponsor Address: 252 NORTH RUSHMORE ROAD, SELAH, WA, 98942
- Plan Type: 401(k)
- Total Participants: 636
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 636 | $6.9M | $265,460 | $536,202 |
| 2023 | 755 | $6.1M | $285,290 | $537,218 |
| 2022 | 559 | $5.0M | $310,489 | $570,282 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $52,002 | $52,002 | — | — | — |
| 2023 | $45,893 | $45,893 | — | — | — |
| 2022 | $50,460 | — | $50,460 | — | — |