Plan Snapshot
- Plan Sponsor: Stemilt Growers, LLC
- Sponsor EIN: 272088978
- Sponsor Address: 3135 WAREHOUSE ROAD, WENATCHEE, WA, 98801
- Plan Type: 401(k)
- Total Participants: 1,734
- Total Assets: $64.7M
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 | 1,734 | $64.7M | $1.5M | $3.1M |
| 2023 | 1,597 | $57.7M | $1.4M | $2.8M |
| 2022 | 1,351 | $50.6M | $1.3M | $2.5M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | INVESTMENT ADVISOR | $60,000 | — | $60,000 |
| BENEFITS 2 ADMINISTRATORS | THIRD PARTY ADMINISTRATO | $30,338 | $13,295 | $43,633 |
| 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: $103,633
- Estimated Expense Ratio: 0.160% 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 | $254,266 | $60,000 | $194,266 | — | — |
| 2023 | $232,412 | $60,000 | $172,412 | — | — |
| 2022 | $236,134 | $60,000 | $176,134 | — | — |