How big is New Columbia Fruit Packers, LLC's plan?

New Columbia Fruit Packers, LLC's plan reported $7.4M in assets and 639 participants for 2024.

Original filing (PDF)20251010154705NAL0004386659001

New Columbia Fruit Packers, LLC

Name: New Columbia Fruit Packers, LLC — New Columbia Fruit, Form 5500 (2024)
Creator: New Columbia Fruit Packers, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

New Columbia Fruit Packers, LLC 401(k) Retirement Plan

401(k) retirement plan · New Columbia Fruit Packers, LLC's New Columbia Fruit Packers, LLC 401(k) Retirement Plan held $7.4M in plan assets for 639 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

639

Accounts w/ balance

289

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Robin Hansen signed New Columbia Fruit Packers, LLC's 2024 Form 5500 as plan administrator.

Robin Hansen — 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

New Columbia Fruit Packers, LLC's EIN is 91-0906247.

EIN 91-0906247

Plan number 001

Plan year 2024

ACK ID 20251010154705NAL0004386659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Columbia Fruit Packers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New Columbia Fruit Packers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW COLUMBIA FRUIT PACKERS, LLC.

Finding similar companies…

How this plan invests

This plan

30 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

Auditor issued a qualified / adverse / disclaimer opinion.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

NEW COLUMBIA FRUIT PACKERS, LLC

EIN

all filings

Address

P. O. BOX 920 · WENATCHEE, WA · 98807

Phone

(509) 662-7153

Industry

Agriculture, Forestry, Fishing, Hunting

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

2025-10-10

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA LIFE INS CO	39-0989781	—	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY - PL	$18K	—

Investments

30 direct securities· $6.5M(88% of reported assets)

Pooled Separate Accounts

$5.5M

28 holdings

Stable Value

$779K

1 holding

Bonds / Notes

$238K

1 holding

					% of plan
Transamerica Stable Value Core Group Annuity Contract N/A	Stable Value	—	—	$779K	10.5%
Vanguard Target Retirement Income Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$667K	9.0%
Vanguard Target Retirement 2035 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$660K	8.9%
Vanguard Target Retirement 2030 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$623K	8.4%
Vanguard Target Retirement 2050 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$519K	7.0%
Vanguard Target Retirement 2045 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$324K	4.4%
American Century Mid Cap Value Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$310K	4.2%
Hartford Dividend & Growth HLS Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$305K	4.1%
Vanguard Target Retirement 2040 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$304K	4.1%
Participant Notes Receivable Interest Rates ranging from 4.25% to 9.50% -0-	Bonds / Notes	—	—	$238K	3.2%
Vanguard Target Retirement 2055 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$229K	3.1%
American Century Select Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$209K	2.8%
JPMorgan US Equity Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$185K	2.5%
American Funds New Perspective Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$156K	2.1%
Vanguard Health Care Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$154K	2.1%
Vanguard Small Cap Growth Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$132K	1.8%
Vanguard Target Retirement 2025 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$110K	1.5%
Loomis Sayles Inv Grade Bond Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$107K	1.4%
Vanguard Mid Cap Value Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$107K	1.4%
Templeton Global Bond Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$102K	1.4%
MFS International Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$95K	1.3%
Vanguard Target Retirement 2060 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$78K	1.1%
Neuberger Berman Genesis Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$30K	0.4%
Vanguard Information Technology Index Admiral Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$29K	0.4%
Pimco Real Return Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$20K	0.3%
Franklin Utilities Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$13K	0.2%
First Eagle Gold Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$13K	0.2%
Vanguard REIT Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Vanguard Target Retirement 2070 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Vanguard Target Retirement 2065 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1K	<0.1%