Plan Ledger DOL Form 5500 · updated monthly

Bee Sweet Citrus, Inc.401(k)

BEE SWEET CITRUS, INC. 401(K) PROFIT SHARING PLAN · FOWLER, CA · plan year 2024

Reported admin expense ratio · 2024
1.36%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Bee Sweet Citrus, Inc. reported $107,427 in plan administrative expenses for 2024: 1.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $891 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.45% to 1.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (5,932nd of 9,483), and 508th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,322,834
Participants with balances168
Active participants343
Employer contributions$305,741
Employee contributions$491,337
Employer contribution per active participant$891
Average account balance$49,541
Benefits paid to participants$730,228
Plan auditUnmodified (clean) audit opinion
AuditorEVERS LOPEZ LTD
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 168 accts · $306K emplr
2023$7.4M · 189 accts · $291K emplr
2022$5.6M · 184 accts · $242K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,968
Investment management$47,459
Total administrative$107,427
The Bee Sweet Citrus, Inc. 401(k) match · 2024
Employer contribution per active participant$891
Median for plans this size$1,313
2024$891 per active participant
2023$798 per active participant
2022$644 per active participant

Bee Sweet Citrus, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NATIONWIDE · Recordkeeping · Loan processing$34,669
NEXUS ADMINISTRATORS, INC. · Recordkeeping · Loan processing$23,529
LPL FINANCIAL LLC- RPCP · Investment advisory (plan)$47,459

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024NEXUS ADMINISTRATORS, INC., Nationwide
2023NEXUS ADMINISTRATORS, INC., Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$107,427 · 1.36%
2023$81,797 · 1.26%
2022$74,981 · 1.45%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Munger Bros., LLC CA$8.9M · 0.04%
Hollandia Dairy, Inc. CA$8.8M · 0.19%
Boskovich Farms, Inc. CA$8.7M · 0.64%
Bridge Group Hh, Inc. CA$8.1M · 0.99%
Bidart Bros. CA$8.0M · 0.56%
Rivermaid Trading Company CA$7.9M · 0.54%
Robinson Enterprises Inc CA$7.7M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770193074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.