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Original filing (PDF)20251013094926NAL0002285138001
SKAGIT HORTICULTURE, L.L.C.
Form 5500
FILING_RECEIVED
SKAGIT HORTICULTURE L. L. C. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
117
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKAGIT HORTICULTURE, L.L.C..
Plan sponsor
Name
SKAGIT HORTICULTURE, L.L.C.
EIN
81-3025223
Address
14113 RIVER BEND RD. · MOUNT VERNON, WA · 982737288
Phone
(360) 395-3337
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $512 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP LLC | — | SOUDERTON, PA | CONTRACT ADMIN | $4K | — |
Investments
28 direct securities · 1 pooled fund· $3.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.0M
28 holdings
Common Collective Trust
$495K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Equity-Income Adm | — | — | — | $598K | 17.0% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $495K | 14.1% | |
| Vanguard 500 Index Admiral | — | — | — | $464K | 13.2% | |
| PGIM Total Return Bond R6 | — | — | — | $315K | 8.9% | |
| Victory Sycamore Established Value R6 | — | — | — | $227K | 6.4% | |
| J.P. Morgan Large Cap Growth R6 | — | — | — | $206K | 5.9% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $157K | 4.5% | |
| Columbia Overseas Value Instl 2 | — | — | — | $136K | 3.8% | |
| Invesco Gold & Special Minerals R6 | — | — | — | $128K | 3.6% | |
| Undiscovered Mgrs Behavioral Value R6 | — | — | — | $112K | 3.2% | |
| American Funds New Perspective R6 | — | — | — | $93K | 2.7% | |
| American Funds New World R6 | — | — | — | $86K | 2.4% | |
| American Funds Europacific Gr R6 | — | — | — | $82K | 2.3% | |
| Dfa International Small Company I | — | — | — | $69K | 2.0% | |
| Blackrock Multi-Asset Income Portfolio K | — | — | — | $62K | 1.8% | |
| Vanguard Real Estate Index Admiral | — | — | — | $49K | 1.4% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $47K | 1.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $41K | 1.2% | |
| Blackrock Mid-Cap Growth Equity K | — | — | — | $41K | 1.2% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $28K | 0.8% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $25K | 0.7% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $20K | 0.6% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $19K | 0.5% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $11K | 0.3% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $6K | 0.2% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $4K | 0.1% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $975 | <0.1% | |
| Blackrock Technology Opportunities K | — | — | — | $639 | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 | — | — | — | $209 | <0.1% |