2023 Form 5500 filing — Western Growers Retirement Security Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015114908NAL0029458049001) for Western Growers Retirement Security Plan, reported by Western Growers Association under EIN 95-1362030 and plan number 336. It reports 2,033 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114908NAL0029458049001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Western Growers Association
- EIN
- 95-1362030
- Plan number
- 336
- Location
- Irvine, CA
- Participants
- 2,033
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,473,709
- Total liabilities (EOY)
- $28,125
- Net assets (EOY)
- $129,445,584
- Employer contributions
- $4,465,393
- Participant contributions
- $4,578,079
- Total income / additions
- $29,891,898
- Benefits paid
- $10,849,895
- Administrative expenses
- $556,205
- Total expenses
- $11,414,112
- Net increase / (decrease)
- $18,477,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Western Growers Financial Services | INVESTMENT MANAGER | $139,371 | not reported in the loaded dataset |
| Nwps | RECORDKEEPER | $110,718 | not reported in the loaded dataset |
| Raub Brock Capital Management | INVESTMENT MANAGER | $87,821 | not reported in the loaded dataset |
| Western Growers Association | CONTRACT ADMINISTRATOR | $72,159 | not reported in the loaded dataset |
| Tran Capital Management L.P. | INVESTMENT MANAGER | $48,545 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $26,250 | not reported in the loaded dataset |
| Alta Trust Company | TRUSTEE AND UNITIZATION | $23,750 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $23,144 | not reported in the loaded dataset |