Plan Snapshot
- Plan Sponsor: Wawona Frozen Foods
- Sponsor EIN: 941566708
- Sponsor Address: 100 WEST ALLUVIAL, CLOVIS, CA, 93611
- Plan Type: 401(k)
- Total Participants: 454
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 454 | $7.5M | $240,609 | $459,646 |
| 2023 | 350 | $6.8M | $218,572 | $438,559 |
| 2022 | 380 | $5.6M | $213,479 | $456,453 |
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 |
|---|---|---|---|---|
| ROUSH INVESTMENTS | INVESTMENT ADVISOR | $23,792 | — | $23,792 |
| PW PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,792
- Estimated Expense Ratio: 0.318% 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 | $45,753 | — | — | — | — |
| 2023 | $37,465 | — | $37,465 | — | — |
| 2022 | $35,396 | — | $35,396 | — | — |