Plan Ledger DOL Form 5500 · updated monthly

Wehah Farm, Inc. dba Lundberg Family Farms401(k)

WEHAH FARM, INC. 401(K) PROFIT SHARING PLAN · RICHVALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Wehah Farm, Inc. dba Lundberg Family Farms reported $65,070 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,034 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 0.41% to 0.25%. 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 2,891st-largest of 9,483 plans among California employers on file, and the 4,833rd of 13,661 in manufacturing. In 2024, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,223,174
Participants with balances485
Active participants383
Employer contributions$778,983
Employee contributions$1,886,104
Employer contribution per active participant$2,034
Average account balance$56,130
Benefits paid to participants$2,109,833
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 485 accts · $779K emplr
2023$23.9M · 580 accts · $687K emplr
2022$20.0M · 583 accts · $542K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,069
Investment management$27,001
Total administrative$65,070
The Wehah Farm, Inc. dba Lundberg Family Farms 401(k) match · 2024
Employer contribution per active participant$2,034
Median for plans this size$2,416
2024$2,034 per active participant
2023$1,832 per active participant
2022$1,397 per active participant

Wehah Farm, Inc. dba Lundberg Family Farms's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$26,982
EMPOWER ADVISORY GROUP, LLC · Investment management$19

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$65,070 · 0.25%
2023$65,655 · 0.30%
2022$81,675 · 0.41%
Same employer
Similar plansManufacturing · California
Cytek Biosciences CA$27.7M · 0.16%
Element Biosciences, Inc. CA$27.5M · 0.50%
Capstone Green Energy, LLC CA$27.4M · 0.35%
Bega North America, Inc. CA$27.2M · 0.03%
Flory Industries, Inc. CA$26.9M · 0.37%
Screenbeam Inc. CA$26.9M · 0.04%
Storm Industries, Inc. CA$26.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942250281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.