Plan Ledger DOL Form 5500 · updated monthly

Consolidated Citrus Limited401(k)

CONSOLIDATED CITRUS 401(K) SAVINGS PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Consolidated Citrus Limited reported $14,155 in plan administrative expenses for 2023: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,943 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 rose from 0.10% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 2,832nd-largest of 5,688 plans among Texas employers on file, and the 406th of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.29 for every $1.00 the employer contributed; active participation has shrunk from 144 to 97 since 2022.

Plan summary
Net assets, end of year$11,717,820
Participants with balances134
Active participants97
Employer contributions$285,468
Employee contributions$368,349
Employer contribution per active participant$2,943
Average account balance$87,446
Benefits paid to participants$1,939,336
Plan auditUnmodified (clean) audit opinion
AuditorPKF TEXAS
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 108 accts · $224K emplr
2023$11.7M · 134 accts · $285K emplr
2022$11.7M · 146 accts · $490K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,427
Investment management$728
Total administrative$14,155
The Consolidated Citrus Limited 401(k) match · 2023
Employer contribution per active participant$2,943
Median for plans this size$2,440
2024$3,070 per active participant
2023$2,943 per active participant
2022$3,400 per active participant

Consolidated Citrus Limited's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK · Recordkeeping$14,155

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$13,937 · 0.13%
2023$14,155 · 0.12%
2022$12,780 · 0.10%
Same employer
Similar plansAgriculture, Forestry & Fishing · Texas
Friona Industries, L.P. TX$14.4M · 0.64%
Riata Management LLC TX$14.3M · 0.42%
Lane's End Farm TX$12.5M · 0.02%
Ns Brands, LTD TX$10.7M · 0.84%
Treesap Farms, LLC TX$9.4M · 0.66%
Mercy Ships TX$9.3M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650881539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.