Plan Ledger DOL Form 5500 · updated monthly

New Columbia Fruit Packers, LLC401(k)

COLUMBIA FRUIT PACKERS, INC. 401(K) PLAN · WENATCHEE, WA · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

New Columbia Fruit Packers, LLC reported $45,519 in plan administrative expenses for 2023: 0.62% of average plan assets, above the peer median. Employer contributions averaged $144 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 rose from 0.17% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Washington (1,206th of 1,714), and 537th of 945 in agriculture, forestry & fishing. In 2023, employees put in $5.45 for every $1.00 the employer contributed; active participation has grown from 351 to 806 since 2022.

Plan summary
Net assets, end of year$7,518,409
Participants with balances287
Active participants806
Employer contributions$115,785
Employee contributions$631,552
Employer contribution per active participant$144
Average account balance$26,197
Benefits paid to participants$1,701,500
Plan auditDisclaimer of opinion
AuditorCORDELL, NEHER & CO. PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 289 accts · $120K emplr
2023$7.5M · 287 accts · $116K emplr
2022$7.2M · 258 accts · $92K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$45,519
Total administrative$45,519
The New Columbia Fruit Packers, LLC 401(k) match · 2023
Employer contribution per active participant$144
Median for plans this size$1,308
2024$188 per active participant
2023$144 per active participant
2022$263 per active participant

New Columbia Fruit Packers, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
TRANSAMERICA LIFE INS CO · Recordkeeping · Loan processing$20,880
BENEFITS2 ADMINISTRATORS LLC · Recordkeeping · Loan processing$3,800
AMERIBEN/IEC GROUP · Recordkeeping · Loan processing$2,517
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$16,717

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

Recordkeeper by year2
2024BENEFITS2 ADMINISTRATORS LLC, Transamerica
2023AMERIBEN/IEC GROUP, BENEFITS2 ADMINISTRATORS LLC, Transamerica

This plan has changed recordkeepers within these filings. If you left New Columbia Fruit Packers, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,672 · 0.69%
2023$45,519 · 0.62%
2022$13,731 · 0.17%
Similar plansAgriculture, Forestry & Fishing · Washington
Gee Whiz II, LLC. WA$8.8M · 0.76%
Bleyhl Farm Service, Inc WA$8.8M · 0.38%
Schenk Packing Co., Inc. WA$7.7M · 0.31%
Mercer Ranches, Inc. WA$7.6M · 0.81%
Monson Fruit Co., Inc. WA$6.8M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910906247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.