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Original filing (PDF)20251015153505NAL0006780160001
GILBERT ORCHARDS, INC
Form 5500
FILING_RECEIVED
GILBERT ORCHARDS INC 401(K) PLAN
401(k) retirement plan
Active participants
489
Accounts w/ balance
504
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILBERT ORCHARDS, INC.
Plan sponsor
Name
GILBERT ORCHARDS, INC
EIN
91-0233730
Address
1440 N 16TH AVE · YAKIMA, WA · 98902
Phone
(509) 966-2600
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ALEGRIA & COMPANY, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALEGRIA ASSET MANAGEMENT | — | YAKIMA, WA | CONTRACT ADMIN | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $871 | — |
Investments
35 direct securities· $3.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| # Alliance Bernstein AB LARGE CAP GROWTH Z N/A | — | — | — | $602K | 18.1% | |
| # The American Funds AMERICAN FUNDS AMERICAN BALANCED R6 N/A | — | — | — | $286K | 8.6% | |
| # The American Funds AMERICAN FUNDS GR AND INC PORT R-6 N/A | — | — | — | $194K | 5.8% | |
| # The American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 N/A | — | — | — | $174K | 5.2% | |
| # BlackRock TECHNOLOGY OPPORTUNITIES K N/A | — | — | — | $171K | 5.1% | |
| # The American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 N/A | — | — | — | $166K | 5.0% | |
| # The American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 N/A | — | — | — | $151K | 4.5% | |
| # The American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 N/A | — | — | — | $145K | 4.4% | |
| # Fidelity Investments FIDELITY 500 INDEX N/A | — | — | — | $140K | 4.2% | |
| # The American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 N/A | — | — | — | $126K | 3.8% | |
| # The American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 N/A | — | — | — | $93K | 2.8% | |
| # The American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 N/A | — | — | — | $93K | 2.8% | |
| # The American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 N/A | — | — | — | $91K | 2.7% | |
| # J.P. Morgan JPMORGAN EQUITY INCOME R6 N/A | — | — | — | $75K | 2.3% | |
| # Fidelity Investments FIDELITY MID CAP INDEX N/A | — | — | — | $66K | 2.0% | |
| # BlackRock INTERNATIONAL K N/A | — | — | — | $55K | 1.7% | |
| # The American Funds AMERICAN FUNDS BOND FUND OF AMER R6 N/A | — | — | — | $53K | 1.6% | |
| # The American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 N/A | — | — | — | $52K | 1.6% | |
| # Participant notes receivable Notes receivable from participants Interest rate ranging from 9.00% to 9.50%; maturing 2025 through 2029 | — | — | — | $52K | 1.6% | |
| # Allspring Global Investments ALLSPRING SPECIAL SMALL CAP VALUE R6 N/A | — | — | — | $45K | 1.4% | |
| # MFS Investment Management MFS INTERNATIONAL GROWTH R6 N/A | — | — | — | $43K | 1.3% | |
| # The American Funds AMERICAN FUNDS MORTGAGE R6 N/A | — | — | — | $42K | 1.3% | |
| # T. Rowe Price Group, Inc. T. ROWE PRICE U.S. EQUITY RESEARCH I N/A | — | — | — | $42K | 1.3% | |
| # Fidelity Investments FIDELITY SMALL CAP INDEX N/A | — | — | — | $30K | 0.9% | |
| # Empower Annuity Insurance Company of America EI Fixed Account - Series Class I N/A | — | — | — | $30K | 0.9% | |
| # The American Funds AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 N/A | — | — | — | $25K | 0.7% | |
| # BlackRock HEALTH SCIENCES OPPS K N/A | — | — | — | $24K | 0.7% | |
| # MFS Investment Management MFS MID CAP GROWTH R6 N/A | — | — | — | $16K | 0.5% | |
| # The American Funds AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 N/A | — | — | — | $9K | 0.3% | |
| # Prudential Financial, Inc. PGIM GLOBAL TOTAL RETURN R6 N/A | — | — | — | $9K | 0.3% | |
| # The American Funds AMERICAN FUNDS INFLATION LINKED BD R6 N/A | — | — | — | $7K | 0.2% | |
| # The American Funds AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 N/A | — | — | — | $7K | 0.2% | |
| # The American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 N/A | — | — | — | $6K | 0.2% | |
| # The American Funds AMERICAN FUNDS RETIRE INC PORT-CNSRV R6 N/A | — | — | — | $5K | 0.1% | |
| # Alliance Bernstein AB SMALL CAP GROWTH Z N/A | — | — | — | $4K | 0.1% |
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