# Trout-Blue Chelan-Magi, LLC 401(k) Plan
Source: https://planprovider.pro/companies/trout-blue-chelan-magi-llc-401k-plan

> Trout-Blue Chelan-Magi, LLC's 401(k) plan: 304 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trout-Blue Chelan-Magi, LLC

- **Sponsor EIN:** 910287370

- **Sponsor Address:** P. O. BOX 669, CHELAN, WA, 988160000

- **Plan Type:** 401(k)

- **Total Participants:** 304

- **Total Assets:** $8.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|304|$8.4M|$260,355|$417,745|

| 2023|385|$8.0M|$289,401|$479,567|

| 2022|354|$8.0M|$221,382|$385,600|

## 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|

| 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:** $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|$58,248|$20,810|$4,060|—|—|

| 2023|$54,535|$19,846|$2,840|—|—|

| 2022|$62,926|$22,044|$40,882|—|—|

## Similar Plans

- [Yakima Chief Hops, INC](https://planprovider.pro/companies/yakima-chief-hops-inc-401k-plan) — 232 participants

- [Kershaw Fruit And Cold Storage, INC.](https://planprovider.pro/companies/kershaw-fruit-and-cold-storage-inc-401k-plan) — 230 participants

- [Fungi Perfecti, LLC](https://planprovider.pro/companies/fungi-perfecti-llc-401k-plan) — 145 participants

- [United Grain Corporation](https://planprovider.pro/companies/united-grain-corporation-401k-plan) — 106 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trout-blue-chelan-magi-llc-401k-plan)

© 2026 PlanProvider.Pro