# West Coast Berry Farms, LLC 401(k) Plan
Source: https://planprovider.pro/companies/west-coast-berry-farms-llc-465299489-501

> West Coast Berry Farms, LLC's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Coast Berry Farms, LLC

- **Sponsor EIN:** 465299489

- **Sponsor Address:** 4324 E. VINEYARD AVE., OXNARD, CA, 93036

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 103

- **Total Assets:** $231,087

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|103|$231,087|$495,617|$320,310|

| 2023|91|$158,227|$631,018|$398,514|

| 2022|163|$20,609|$601,448|$364,136|

## 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|

| USI INSURANCE SERVICES (CA)|Investment Advisor|$26,220|—|$26,220|

| THE BENECON GROUP, LLC|Investment Advisor|$25,655|—|$25,655|

| MERITAIN HEALTH|Other Service Provider|$20,961|—|$20,961|

| CONNECTCARE3, LLC|Other Service Provider|$7,183|—|$7,183|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,019

- **Estimated Expense Ratio:** 34.627% 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|$410,755|—|$259,616|—|—|

| 2023|$324,921|—|$324,921|—|—|

| 2022|$301,184|—|$301,184|—|—|

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