# Wehah Farm, INC. Dba Lundberg Family Farms 401(k) Plan
Source: https://planprovider.pro/companies/wehah-farm-inc-dba-lundberg-family-farms-942250281-001

> Wehah Farm, INC. Dba Lundberg Family Farms's 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wehah-farm-inc-dba-lundberg-family-farms-942250281-001)

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