Filings through Sep 24, 2026.

Retirement plan

Monson Fruit Co., Inc. 401(k) Profit Sharing Plan and Trust

Name: MONSON FRUIT CO., INC. - MONSON FRUIT CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: MONSON FRUIT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONSON FRUIT CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST, MONSON FRUIT CO., INC.

Monson Fruit Co., Inc.EIN 91-1496092Plan #001PY 2024

252 NORTH RUSHMORE ROAD - SELAH, WA 98942509-697-9175tdm-ellensburg.comLinkedIn501-1000 employeesfood production

Prospect flagsLow returnsHigh feesLow participationLow participant contributionFailed to transmit contributionsFew collective trustsFund lineup: 9 funds, $6.9M

How to read this page

Total assets (EOY)

$6.9M

+12.6% from 2023

Total participants

684

-14.3% from 2023

Average account balance

$47,981

+5.5% from 2023

Annual return

9.50%

-7.36 pp from 2023

Benchmarks

See 271 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort271 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
OPPENHEIMER6 years Service code 12 · EIN 13-5657518	Custodial (other than securities); Re...	$30,772
HUNNEX AND SHOEMAKER, INC.6 years Filed as: HUNNEX & SHOEMAKER Service code 27 · EIN 91-1072394	Advisory (Plan)	$3,850

Fund lineup

CSV with Pro

9 funds of $250K or more; 11 lines in all, holding $6.9M of the plan's $6.9M. From the 2024 filing. Recordkeeper: Invesco.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds0%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series86%median 35% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: JPMorgan SmartRetirement, mutual fund, 86% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages	JPMorgan	Mutual fund	$5.9M	86.1%
Janus Henderson Forty Fund Class N Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$399K	5.8%
Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund	Raymond James	Mutual fund	$170K	2.5%
Nomura Value Fund Class R6 Macquarie / Nomura · Mutual fund	Macquarie / Nomura	Mutual fund	$135K	2.0%
Nomura Small Cap Growth Fund Class R6 Macquarie / Nomura · Mutual fund	Macquarie / Nomura	Mutual fund	$75K	1.1%
Stable Asset Fund D StanCorp (Meiji Yasuda) · Insurance contract	StanCorp (Meiji Yasuda)	Insurance contract	$46K	0.7%
Brandes International Equity Fund Class R6 Manager not matched · Mutual fund	Not yet matched	Mutual fund	$45K	0.7%
Wells Fargo Advantage Spec Mid Cap Val R6 Allspring · Mutual fund	Allspring	Mutual fund	$34K	0.5%
Goldman Sachs Small Cap Value Insights Fund Institutional Goldman Sachs · Mutual fund	Goldman Sachs	Mutual fund	$34K	0.5%
NEW World Fund INC Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$11K	0.2%

See the other 1 line in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$52K

$82 / participant

Investment mgmt$52K100.0%

% of EOY assets

0.758%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

OPPENHEIMER6 years

Service code 12 · EIN 13-5657518

Custodial (other than securities); Re...

$30,772

HUNNEX AND SHOEMAKER, INC.6 years

Filed as: HUNNEX & SHOEMAKER

Service code 27 · EIN 91-1072394

Advisory (Plan)

$3,850

Fund

Dollars

% of funds%

JPMorgan SmartRetirement

JPMorgan · Mutual fund

Target-date, 10 vintages

$5.9M

86.1%

Janus Henderson Forty Fund Class N

Janus Henderson · Mutual fund

$399K

5.8%

Carillon Eagle Mid Cap Growth Fund Class R-6

Raymond James · Mutual fund

$170K

2.5%

Nomura Value Fund Class R6

Macquarie / Nomura · Mutual fund

$135K

2.0%

Nomura Small Cap Growth Fund Class R6

Macquarie / Nomura · Mutual fund

$75K

1.1%

Stable Asset Fund D

StanCorp (Meiji Yasuda) · Insurance contract

$46K

0.7%

Brandes International Equity Fund Class R6

Manager not matched · Mutual fund

$45K

0.7%

Wells Fargo Advantage Spec Mid Cap Val R6

Allspring · Mutual fund

$34K

0.5%

Goldman Sachs Small Cap Value Insights Fund Institutional

Goldman Sachs · Mutual fund

$34K

0.5%

NEW World Fund INC Class R-6

Capital Group · Mutual fund

$11K

0.2%

Monson Fruit Co., Inc. 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Monson Fruit Co., Inc. 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion