Plan Snapshot
- Plan Sponsor: Northern Fruit Company
- Sponsor EIN: 910339680
- Sponsor Address: 220 2ND STREET NORTHEAST, EAST WENATCHEE, WA, 98802
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $19.2M
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 | 167 | $19.2M | $332,768 | $647,692 |
| 2023 | 163 | $16.0M | $291,899 | $667,350 |
| 2022 | 170 | $12.2M | $243,957 | $583,610 |
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 |
|---|---|---|---|---|
| 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: $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 | $3,120 | — | $3,120 | — | — |
| 2023 | $1,380 | — | $1,380 | — | — |
| 2022 | $2,115 | — | $2,115 | — | — |