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Original filing (PDF)20251013143320NAL0000722147001
FIRSTFRUITS HOLDCO, LLC
Form 5500
FILING_RECEIVED
FIRSTFRUITS HOLDCO 401(K) PLAN
401(k) retirement plan
Active participants
1,529
Accounts w/ balance
216
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTFRUITS HOLDCO, LLC.
Plan sponsor
Name
FIRSTFRUITS HOLDCO, LLC
EIN
83-2796740
Address
1111 FISHHOOK PARK ROAD · PRESCOTT, WA · 99348
Phone
(509) 749-2217
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NORTHWEST CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAN | $6K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL AND HURLEY, INC. | 91-1661080 | — | RECORDKEEPER | $8K | — |
Investments
20 direct securities · 1 pooled fund· $10.8M(100% of reported assets)
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.
Uncategorized
$9.6M
20 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund-Admiral Shares Mutual fund | — | — | — | $1.6M | 14.7% | |
| DFA US Large Cap Value III Mutual fund | — | — | — | $1.3M | 11.7% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 10.6% | |
| Vanguard Malvern Funds Cre BD Admiral Mutual fund | — | — | — | $1.0M | 9.7% | |
| Vanguard Interim-Term Investment-Grde Adm Mutual fund | — | — | — | $882K | 8.2% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | — | — | — | $810K | 7.5% | |
| DFA Short-Duration Real Return Instl Mutual fund | — | — | — | $781K | 7.3% | |
| DFA US Micro Cap I Mutual fund | — | — | — | $621K | 5.8% | |
| DFA International Value III Mutual fund | — | — | — | $574K | 5.3% | |
| DFA Large Cap International I Mutual fund | — | — | — | $496K | 4.6% | |
| DFA Emerging Markets Core Equity I Mutual fund | — | — | — | $412K | 3.8% | |
| (participant loans) per annum | — | — | — | $391K | 3.6% | |
| DFA Global Real Estate Securities Port Mutual fund | — | — | — | $270K | 2.5% | |
| Vanguard Growth Index-Admiral Shares Mutual fund | — | — | — | $112K | 1.0% | |
| DFA International Small Cap Value I Mutual fund | — | — | — | $98K | 0.9% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual fund | — | — | — | $79K | 0.7% | |
| Vanguard Extended Market Index Admiral Mutual fund | — | — | — | $66K | 0.6% | |
| DFA International Small Company I Mutual fund | — | — | — | $64K | 0.6% | |
| Vanguard Mid Cap Index Admiral Shares Mutual fund | — | — | — | $53K | 0.5% | |
| Cash and cash equivalents Interest-bearing account | — | — | — | $7K | <0.1% | |
| Vanguard Total Bond Market Index Adm Mutual fund | — | — | — | $3K | <0.1% |
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