Western Growers Retirement Security Plan — Form 5500 plan (Western Growers Association)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Western Growers Retirement Security Plan is a benefit plan reported by Western Growers Association under EIN 95-1362030 and plan number 336. The latest loaded filing year is 2023. The filing reports 2,033 participants and $129,473,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Growers Association
- EIN
- 95-1362030
- Plan number
- 336
- Plan type
- 3
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 2,033
- End-of-year plan assets
- $129,473,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,033 | H, C | 20241015114908NAL0029458049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,473,709
- Total liabilities (EOY)
- $28,125
- Net assets (EOY)
- $129,445,584
- Net assets (BOY)
- $109,319,208
Income & contributions
- Employer contributions
- $4,465,393
- Participant contributions
- $4,578,079
- Total contributions
- $10,047,274
- Total income / additions
- $29,891,898
Expenses & distributions
- Benefits paid
- $10,849,895
- Administrative expenses
- $556,205
- Total expenses
- $11,414,112
- Net increase / (decrease)
- $18,477,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Western Growers Financial Services | INVESTMENT MANAGER | $139,371 | not reported in the loaded dataset | 2023 |
| Nwps | RECORDKEEPER | $110,718 | not reported in the loaded dataset | 2023 |
| Raub Brock Capital Management | INVESTMENT MANAGER | $87,821 | not reported in the loaded dataset | 2023 |
| Western Growers Association | CONTRACT ADMINISTRATOR | $72,159 | not reported in the loaded dataset | 2023 |
| Tran Capital Management L.P. | INVESTMENT MANAGER | $48,545 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDITOR | $26,250 | not reported in the loaded dataset | 2023 |
| Alta Trust Company | TRUSTEE AND UNITIZATION | $23,750 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $23,144 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Growers Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Western Growers Financial Services — Schedule C compensation
- Nwps — Schedule C compensation
- Raub Brock Capital Management — Schedule C compensation
- Western Growers Association — Schedule C compensation
- Tran Capital Management L.P. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Alta Trust Company — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation