Plan Ledger DOL Form 5500 · updated monthly

Gilbert Orchards, Inc401(k)

GILBERT ORCHARDS INC 401(K) PLAN · YAKIMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Gilbert Orchards, Inc reported $20,123 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $396 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 3 years on file its reported administrative ratio has held roughly steady near 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Washington (1,475th of 1,714), and 721st of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has shrunk from 591 to 489 since 2022.

Plan summary
Net assets, end of year$3,325,391
Participants with balances504
Active participants489
Employer contributions$193,843
Employee contributions$337,122
Employer contribution per active participant$396
Average account balance$6,598
Benefits paid to participants$344,395
Plan auditUnmodified (clean) audit opinion
AuditorALEGRIA & COMPANY, PS
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 504 accts · $194K emplr
2023$2.6M · 549 accts · $156K emplr
2022$2.2M · 574 accts · $273K emplr
Administrative expenses, itemized · 2024
Investment management$20,123
Total administrative$20,123
The Gilbert Orchards, Inc 401(k) match · 2024
Employer contribution per active participant$396
Median for plans this size$1,313
2024$396 per active participant
2023$294 per active participant
2022$461 per active participant

Gilbert Orchards, Inc's 2024 employer contribution ran below the $1,313 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 · 20243
ALEGRIA ASSET MANAGEMENT · Investment advisory (plan) · Contract administrator$13,609
EMPOWER ADVISORY GROUP, LLC · Investment management$871

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$20,123 · 0.67%
2023$14,240 · 0.58%
2022$15,035 · 0.64%
Same employer
Similar plansAgriculture, Forestry & Fishing · Washington
Winemakers LLC WA$4.6M · 0.03%
Dovex Corporation WA$4.3M · 0.54%
Kaleca, Inc. WA$2.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910233730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.