Plan Ledger DOL Form 5500 · updated monthly

Wawona Packing Company, LLC401(k)

WAWONA PACKING COMPANY RETIREMENT SAVINGS PLAN · FRESNO, CA · plan year 2023

Reported admin expense ratio · 2023
0.38%

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

Wawona Packing Company, LLC reported $31,461 in plan administrative expenses for 2023: 0.38% of average plan assets, below the peer median. Employer contributions averaged $594 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 has held roughly steady near 0.382%. 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 California (5,748th of 9,483), and 483rd of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,957,234
Participants with balances258
Active participants1,109
Employer contributions$658,293
Employee contributions$908,213
Employer contribution per active participant$594
Average account balance$34,718
Benefits paid to participants$1,361,370
Plan auditUnmodified (clean) audit opinion
AuditorBOOS & ASSOCIATES APC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $191K emplr
2023$9.0M · 258 accts · $658K emplr
2022$7.5M · 226 accts · $491K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,461
Total administrative$31,461
The Wawona Packing Company, LLC 401(k) match · 2023
Employer contribution per active participant$594
Median for plans this size$1,308
2023$594 per active participant
2022$419 per active participant

Wawona Packing Company, 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 · 20231

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

Administrative cost history3
2024Not separately reported
2023$31,461 · 0.38%
2022$31,255 · 0.38%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Rivermaid Trading Company CA$9.4M · 0.48%
Pitman Farms, Inc. CA$9.4M · 0.49%
Newco Distributors, Inc. CA$9.2M · 0.44%
Sierra Gold Nurseries Inc CA$8.9M · 0.28%
Monterey Pacific, Inc. CA$8.9M · 0.42%
Munger Bros., LLC CA$8.9M · 0.04%
Hollandia Dairy, Inc. CA$8.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770527637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.