Westerlay Orchids, L.P. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Westerlay Orchids, L.P.
  • Sponsor EIN: 731688452
  • Sponsor Address: PO BOX 1249, CARPINTERIA, CA, 93014
  • Plan Type: 401(k)
  • Total Participants: 104
  • Total Assets: $7.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025104$7.6M$240,814$401,463
2024108$6.2M$214,991$377,965
202389$5.1M$184,664$328,183
202273$4.1M$180,731$304,653

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