Plan Snapshot
- Plan Sponsor: Wabash Valley Produce, INC.
- Sponsor EIN: 351115109
- Sponsor Address: 4886 EAST 450 NORTH, DUBOIS, IN, 47527
- Plan Type: DC
- Total Participants: 415
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 415 | $28.2M | $838,322 | $1.4M |
| 2023 | 281 | $25.6M | $772,088 | $1.2M |
| 2022 | 328 | $23.0M | $737,436 | $1.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | -$698 | — | — | — | — |
| 2023 | $3,139 | — | $3,139 | — | — |
| 2022 | $3,200 | — | — | — | — |