Plan Snapshot
- Plan Sponsor: Zirkle Fruit Company
- Sponsor EIN: 910979506
- Sponsor Address: PO BOX 190, SELAH, WA, 98942
- Plan Type: 401(k)
- Total Participants: 3,930
- Total Assets: $81.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,930 | $81.2M | $1.9M | $3.4M |
| 2023 | 1,872 | $72.2M | $1.9M | $3.2M |
| 2022 | 1,970 | $63.1M | $1.7M | $2.9M |
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 |
|---|---|---|---|---|
| LARSON GROSS ASSURANCE, PLLC | Auditor | — | — | $0 |
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 | $255,935 | — | $255,935 | — | — |
| 2023 | $213,069 | — | $213,069 | — | — |
| 2022 | $198,554 | — | $198,554 | — | — |