Plan Snapshot
- Plan Sponsor: Wehah Farm, INC. Dba Lundberg Family Farms
- Sponsor EIN: 942250281
- Sponsor Address: 5311 MIDWAY, RICHVALE, CA, 95974
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 513
- Total Assets: $28.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 513 | $28.5M | $0 | $0 |
| 2024 | 383 | $27.2M | $778,983 | $1.9M |
| 2023 | 375 | $23.9M | $686,995 | $1.7M |
| 2022 | 388 | $20.0M | $541,851 | $1.5M |
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 INSURANCE COMPANY O | Recordkeeper | $38,069 | — | $38,069 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $26,982 | — | $26,982 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,051
- Estimated Expense Ratio: 0.228% 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 |
|---|---|---|---|---|---|
| 2025 | $1,021,475 | $9,821 | — | — | — |
| 2024 | $65,070 | $27,001 | — | — | — |
| 2023 | $65,655 | $53,586 | — | — | — |
| 2022 | $81,675 | $72,994 | $8,681 | — | — |