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Original filing (PDF)20241121105915NAL0000221251001
WAWONA PACKING COMPANY, LLC
Form 5500
FILING_RECEIVED
WAWONA PACKING COMPANY, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAWONA PACKING COMPANY, LLC.
Plan sponsor
Name
WAWONA PACKING COMPANY, LLC
EIN
77-0527637
Address
7108 N. FRESNO ST. · SUITE 450 · FRESNO, CA · 93720
Phone
(559) 528-4699
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
WAWONA PACKING COMPANY RETIREMENT PLAN
EIN
77-0527637
City
FRESNO, CA
Phone
—
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-01-01
Tax period
2024-06-28
Filed
2024-11-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOOS & ASSOCIATES APC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY & INS. CO OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD, CA | INVESTMENT ADVISOR | $203 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON QUINN & ASSOCIATES | — | EMERYVILLE, CA | THIRD PARTY ADMINISTRATO | $17K | — |
Investments
3 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$0
1 holding
Common Collective Trust
$0
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| PUTNAM LARGE CAP VALUE CIT PUTNAM INVESTMENTS · EIN 82-3639536 / PN 275 | Common Collective Trust | $0 | — |
| DELAWARE IVY MIDCAP GROWTH CIT SEI INVESTMENTS · EIN 45-3036428 / PN 004 | Common Collective Trust | $0 | — |