Plan Snapshot
- Plan Sponsor: Scenic Fruit Company
- Sponsor EIN: 930461147
- Sponsor Address: 7510 SE ALTMAN RD, GRESHAM, OR, 970808808
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 191
- Total Assets: $9.2M
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. |
|---|---|---|---|---|
| 2025 | 191 | $9.2M | $0 | $0 |
| 2024 | 154 | $7.8M | $274,797 | $558,235 |
| 2023 | 154 | $6.1M | $259,712 | $512,987 |
| 2022 | 77 | $4.3M | $127,110 | $259,854 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER | Investment Advisor | $23,659 | — | $23,659 |
| INDEPENDENT RETIREMENT CONSULTING L | Other Service Provider | $6,366 | $4,117 | $10,483 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $9,602 | — | $9,602 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,744
- Estimated Expense Ratio: 0.473% 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 |
|---|---|---|---|---|---|
| 2025 | $441,738 | — | — | — | — |
| 2024 | $28,337 | — | — | — | — |
| 2023 | $178,540 | — | — | — | — |
| 2022 | $78,127 | — | — | — | — |