Plan Snapshot
- Plan Sponsor: Wawona Packing Company, LLC
- Sponsor EIN: 770527637
- Sponsor Address: 7108 N. FRESNO ST., FRESNO, CA, 93720
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,109
- Total Assets: $9.0M
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. |
|---|---|---|---|---|
| 2023 | 1,109 | $9.0M | $658,293 | $908,213 |
| 2022 | 1,171 | $7.5M | $491,179 | $684,677 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY & INS. CO OF AM | Recordkeeper | $25,034 | — | $25,034 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,034
- Estimated Expense Ratio: 0.279% 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 |
|---|---|---|---|---|---|
| 2023 | $31,461 | — | — | — | — |
| 2022 | $31,255 | $8,984 | $22,271 | — | — |