Legacy Fruit 401(k) match, vesting and fees
What Legacy Fruit's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co of Ame | Schedule C ↗ |
| Independent auditor | Larson Gross Assurance PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Legacy Fruit: employer contribution per participant | $1,500 | |
| Peer median | $1,917 |
| Legacy Fruit: average balance | $42,104 | |
| Peer median | $58,404 |
| Legacy Fruit: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.5M at the end of plan year 2021 to $8.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 539 | $8.8M | $315K | $1,500 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 541 | $7.5M | $335K | $1,642 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 642 | $6M | $329K | $1,343 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 578 | $7.5M | $298K | $1,043 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Legacy Fruit match 401(k) contributions?
The match terms for the Legacy Fruit, LLC 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $315K in employer contributions, about $1,500 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Legacy Fruit 401(k) match vested?
The vesting schedule for the Legacy Fruit, LLC 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Legacy Fruit 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co of Ame. The plan administrator is Legacy Fruit, LLC.
I left Legacy Fruit. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Legacy Fruit, LLC, (509) 248-5828) or the recordkeeper, Empower Annuity Insurance Co of Ame. The Legacy Fruit old 401(k) page lists the contacts from every plan filing. Find an old Legacy Fruit 401(k)
Data from the public Form 5500 annual reports Legacy Fruit filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Legacy Fruit. Not financial advice. Report a correction · Methodology