Plan Ledger DOL Form 5500 · updated monthly

Brewster Heights Packing & Orchards, LP401(k)

CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN · BREWSTER, WA · plan year 2024

Reported admin expense ratio · 2024
0.36%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Brewster Heights Packing & Orchards, LP reported $101,244 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $241 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.43% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 530th-largest of 1,714 plans among Washington employers on file, and the 4,502nd of 13,661 in manufacturing. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 2,442 to 3,375 since 2022.

Plan summary
Net assets, end of year$29,889,415
Participants with balances337
Active participants3,375
Employer contributions$814,518
Employee contributions$1,620,297
Employer contribution per active participant$241
Average account balance$88,693
Benefits paid to participants$1,623,015
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 337 accts · $815K emplr
2023$25.6M · 325 accts · $817K emplr
2022$22.1M · 315 accts · $733K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,607
Investment management$56,637
Total administrative$101,244
The Brewster Heights Packing & Orchards, LP 401(k) match · 2024
Employer contribution per active participant$241
Median for plans this size$2,416
2024$241 per active participant
2023$318 per active participant
2022$300 per active participant

Brewster Heights Packing & Orchards, LP's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LPL FINANCIAL LLC · Investment advisory (participants)$56,637
BENEFITS2 ADMINISTRATORS LLC · Contract administrator$2,475

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$101,244 · 0.36%
2023$92,631 · 0.39%
2022$103,672 · 0.43%
Same employer
Similar plansManufacturing · Washington
Great Western Malting Co. WA$31.2M · 0.45%
Mackay Manufacturing, Inc. WA$30.8M · 0.23%
Cascade Dafo, Inc WA$30.3M · 0.28%
The Neil Jones Food Company WA$29.8M · 0.10%
Alta Forest Products, LLC WA$29.3M · 0.37%
R. a. Pearson Company WA$29.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760707748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.