Plan Snapshot
- Plan Sponsor: Northwest Grain Growers, INC.
- Sponsor EIN: 910457130
- Sponsor Address: 850 NORTH 4TH AVENUE, WALLA WALLA, WA, 99362
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 96
- Total Assets: $16.6M
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 | 96 | $16.6M | $1.4M | $403,247 |
| 2023 | 93 | $14.2M | $1.4M | $269,178 |
| 2022 | 84 | $11.4M | $1.2M | $249,415 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & CO LP | Investment Advisor | $37,808 | — | $37,808 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $14,152 | — | $14,152 |
| HUNNEX AND SHOEMAKER, INC | Other Service Provider | $1,375 | $7,418 | $8,793 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,753
- Estimated Expense Ratio: 0.367% 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 | $55,428 | — | $55,428 | — | — |
| 2023 | $54,427 | — | $54,427 | — | — |
| 2022 | $640,033 | — | — | — | — |