Plan Snapshot
- Plan Sponsor: United Farm Workers Of America
- Sponsor EIN: 941448579
- Sponsor Address: 29700 WOODFORD TEHACHAPI ROAD, KEENE, CA, 93531
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $4.0M
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 | 369 | $4.0M | $0 | $290,948 |
| 2023 | 561 | $4.0M | $0 | $249,583 |
| 2022 | 505 | $3.4M | $0 | $248,990 |
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 |
|---|---|---|---|---|
| MENDEZ PETTY LLC | Auditor | — | — | $0 |
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 | $791,772 | — | $23,704 | — | — |
| 2023 | $210,069 | — | $21,738 | — | — |
| 2022 | $4,049 | — | — | — | — |