How big is Yakima Fruit & Cold Storage Inc.'s plan?

Yakima Fruit & Cold Storage Inc.'s plan reported $1.5M in assets and 224 participants for 2024.

Original filing (PDF)20251125154821NAL0003460129001

Yakima Fruit & Cold Storage Inc.

Name: Yakima Fruit & Cold Storage Inc. — Yakima Fruit &, Form 5500 (2024)
Creator: Yakima Fruit & Cold Storage Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Yakima Fruit & Cold Storage Co. 401(k)

401(k) retirement plan · Yakima Fruit & Cold Storage Inc.'s Yakima Fruit & Cold Storage Co. 401(k) held $1.5M in plan assets for 224 participants in 2024, with Principal as recordkeeper.

Signals · 3

Late filing · 0.3 moPossibly inadequate fidelity bond~105 bps in Sched C fees

Active participants

224

Accounts w/ balance

125

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Wade Helms signed Yakima Fruit & Cold Storage Inc.'s 2024 Form 5500 as plan administrator.

Wade Helms — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Yakima Fruit & Cold Storage Inc.'s EIN is 91-0547290.

EIN 91-0547290

Plan number 001

Plan year 2024

ACK ID 20251125154821NAL0003460129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yakima Fruit & Cold Storage Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yakima Fruit & Cold Storage Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YAKIMA FRUIT & COLD STORAGE INC.

Finding similar companies…

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 0.3 months past the 10.5-month grace window.
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (18th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

YAKIMA FRUIT & COLD STORAGE INC

EIN

all filings

Address

200 NORTH FRONTAGE ROAD · WAPATO, WA · 989511180

Phone

(509) 877-0440

Industry

Manufacturing

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

2025-11-25

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALEGRIA ASSET MANAGEMENT	93-0987232	—	INVESTMENT ADVISORY	$0	—

Investments

14 direct securities· $1.1M(72% of reported assets)

Mutual Funds

$887K

12 holdings

Common Collective Trusts

$118K

1 holding

Other securities

$70K

1 holding

					% of plan
# The American Funds American Funds 2040 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$216K	14.4%
# Fidelity Investments Fidelity 500 Index N/A	Common Collective Trusts	—	—	$118K	7.9%
# The American Funds American Funds 2025 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$115K	7.7%
# The American Funds American Funds 2035 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$112K	7.5%
# The American Funds American Funds 2045 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$109K	7.3%
# The American Funds American Funds 2050 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$92K	6.1%
# The American Funds American Funds 2055 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$76K	5.0%
# Participant notes receivable Notes receivable from participants	Other securities	—	—	$70K	4.7%
# The American Funds American Funds 2065 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$58K	3.8%
# The American Funds American Funds 2060 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$49K	3.3%
# Fidelity Investments Fidelity Mid Cap Index N/A	Mutual Funds	—	—	$25K	1.7%
# Fidelity Investments Fidelity International Index N/A	Mutual Funds	—	—	$19K	1.3%
# The American Funds American Funds 2015 Trgt Date Retire R6 N/A	Mutual Funds	—	—	$13K	0.9%
# The American Funds American Funds Bd Fd of Amer R6 N/A	Mutual Funds	—	—	$3K	0.2%