Plan Snapshot
- Plan Sponsor: Western Growers Pension Trust Plan A
- Sponsor EIN: 956035245
- Sponsor Address: 844 SEWARD ST, LOS ANGELES, CA, 900383602
- Plan Type: DB
- Total Participants: 0
- Total Assets: $878,028
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 | 0 | $878,028 | $0 | $0 |
| 2023 | 0 | $929,246 | $0 | $0 |
| 2022 | 0 | $1.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| BENEFIT PLANS, INC. | CONTRACT ADMINISTRATOR | $243,520 | — | $243,520 |
| KKAJ | AUDITOR | $9,345 | — | $9,345 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KKAJ — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $252,865
- Estimated Expense Ratio: 28.799% 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 | $287,779 | — | $243,520 | — | — |
| 2023 | $280,491 | — | $236,613 | — | — |
| 2022 | $317,517 | — | $235,039 | — | $51,887 |