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Original filing (PDF)20260114121556NAL0030102882001
RCH FRUIT CO., INC.
Form 5500
FILING_RECEIVED
ROCHE FRUIT CO., INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
723
Accounts w/ balance
361
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 50% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RCH FRUIT CO., INC..
Plan sponsor
Name
RCH FRUIT CO., INC.
EIN
91-0671232
Address
PO BOX 27 · YAKIMA, WA · 98907
Phone
(509) 248-7200
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
ROCHE FRUIT CO. INC.
EIN
91-0671232
City
YAKIMA, WA
Phone
(509) 248-7200
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-01-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ALEGRIA & COMPANY P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL GRIMME | — | BELLEVUE, WA | NONE | $0 | — |
Investments
26 direct securities· $14.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| lessor, or similar party par, or maturity value Cost** Current value *# American Funds Growth Fund of American R4 N/A | — | — | — | $1.5M | 10.6% | |
| # American Funds Fundamental Investors R4 N/A | — | — | — | $1.4M | 10.3% | |
| # American Funds New Perspective Fund R4 N/A | — | — | — | $1.4M | 9.7% | |
| # American Funds WA Mutual Investors R4 N/A | — | — | — | $1.1M | 8.2% | |
| # American Funds Money Market Fund R4 N/A | — | — | — | $1.1M | 7.8% | |
| # American Funds 2035 Target Date R4 N/A | — | — | — | $857K | 6.1% | |
| # American Funds US Government Securities R4 N/A | — | — | — | $813K | 5.8% | |
| # American Funds 2030 Target Date R4 N/A | — | — | — | $696K | 5.0% | |
| # American Funds American Mutual R4 N/A | — | — | — | $601K | 4.3% | |
| # American Funds Bond Fund of America R4 N/A | — | — | — | $491K | 3.5% | |
| # American Funds Europacific Growth R4 N/A | — | — | — | $423K | 3.0% | |
| # American Funds Income Fund of America R4 N/A | — | — | — | $413K | 2.9% | |
| # American Funds American Balanced R4 N/A | — | — | — | $413K | 2.9% | |
| # American Funds The New Economy Fund R4 N/A | — | — | — | $412K | 2.9% | |
| # American Funds 2045 Target Date R4 N/A | — | — | — | $401K | 2.9% | |
| # American Funds 2020 Target Date R4 N/A | — | — | — | $400K | 2.9% | |
| # American Funds 2050 Target Date R4 N/A | — | — | — | $380K | 2.7% | |
| # American Funds Intermediate Bond Fund of America R4 N/A | — | — | — | $318K | 2.3% | |
| # American Funds 2040 Target Date R4 N/A | — | — | — | $172K | 1.2% | |
| # American Funds 2025 Target Date R4 N/A | — | — | — | $160K | 1.1% | |
| # American Funds 2055 Target Date R4 N/A | — | — | — | $134K | 1.0% | |
| # American Funds 2060 Target Date R4 N/A | — | — | — | $131K | 0.9% | |
| # American Funds 2010 Target Date R4 N/A | — | — | — | $120K | 0.9% | |
| # American Funds 2015 Target Date R4 N/A | — | — | — | $77K | 0.5% | |
| # American Funds Capital Income Builder R4 N/A | — | — | — | $60K | 0.4% | |
| # American Funds 2065 Target Date R4 N/A | — | — | — | $14K | <0.1% |
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