# Stemilt Growers, LLC 401(k) Plan
Source: https://planprovider.pro/companies/stemilt-growers-llc-401k-plan

> Stemilt Growers, LLC&#39;s 401(k) plan: 1,734 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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