Plan Snapshot
- Plan Sponsor: Orchard And Vineyard Supply, LLC
- Sponsor EIN: 814632490
- Sponsor Address: 1431 NORTH 16TH AVENUE, YAKIMA, WA, 989020000
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $11.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 318 | $11.6M | $658,012 | $1.1M |
| 2023 | 301 | $11.0M | $626,086 | $1.0M |
| 2022 | 252 | $11.4M | $612,401 | $956,162 |
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 |
|---|---|---|---|---|
| JONES & ROTH PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH PC — 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 | $69,192 | $26,240 | $7,900 | — | — |
| 2023 | $97,769 | — | $14,020 | — | — |
| 2022 | $108,344 | — | $84,808 | — | $23,536 |