Plan Snapshot
- Plan Sponsor: West Pak Avocado, INC.
- Sponsor EIN: 953777360
- Sponsor Address: 38655 SKY CANYON DR, MURRIETA, CA, 925632536
- Plan Type: DC
- Total Participants: 151
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $13.2M | $725,004 | $543,775 |
| 2023 | 157 | $12.7M | $707,170 | $518,216 |
| 2022 | 168 | $10.7M | $928,834 | $488,815 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $146,837 | — | $60,264 | — | — |
| 2023 | $125,996 | — | $74,169 | — | — |
| 2022 | $71,457 | — | — | — | $71,457 |