Plan Snapshot
- Plan Sponsor: Western Growers Association
- Sponsor EIN: 951362030
- Sponsor Address: 6501 IRVINE CENTER DRIVE STE 100, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 1,566
- Total Assets: $145.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,566 | $145.3M | $4.9M | $5.0M |
| 2023 | 1,761 | $129.5M | $4.5M | $4.6M |
| 2022 | 1,779 | $109.3M | $4.3M | $4.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $52,500 | — | $52,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,500
- Estimated Expense Ratio: 0.036% 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 | $676,565 | $306,022 | $72,000 | $52,500 | — |
| 2023 | $556,205 | $275,563 | $72,000 | $26,250 | — |
| 2022 | $612,438 | $280,203 | $182,794 | — | $100,497 |