Retirement plan

CMI ORCHARDS, LLC RETIREMENT PLAN

Name: CMI ORCHARDS, LLC - CMI ORCHARDS, LLC RETIREMENT PLAN (2025) Form 5500
Creator: CMI ORCHARDS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CMI ORCHARDS, LLC RETIREMENT PLAN, CMI ORCHARDS, LLC

CMI ORCHARDS, LLCEIN 61-1694046Plan #001PY 2025

2525 EUCLID AVENUE - WENATCHEE, WA 988015909509-663-1955cmiapples.comLinkedIn51-200 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$14.1M

+11.4% from 2024

Total participants

+6.8% from 2024

Average account balance

$150,512

+4.3% from 2024

Annual return

11.28%

-4.70 pp from 2024

Benchmarks

See 2,358 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort2,358 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$14.15M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$151K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.28%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12584

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$14082 / participant

Other / not subdivided$1M100.0%

% of EOY assets

8.361%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,512

$115,931+29.8%

$185,441-18.8%

$86,983+73.0%

Participation rate

100.0%

73.6%+26.4pp

80.3%+19.7pp

69.5%+30.5pp

Annual return

11.28%

21.47%-10.2pp

20.16%-8.9pp

25.83%-14.6pp

Employer contribution / active EE

$6,381

$2,937+117.3%

$4,672+36.6%

$2,584+146.9%

Participant deferral / active EE

$7,437

$4,551+63.4%

$6,152+20.9%

$4,194+77.3%

Admin fee / account holder

$12,584

$10,687+17.8%

$17,890-29.7%

$7,856+60.2%

CMI ORCHARDS, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CMI ORCHARDS, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion