Plan Ledger DOL Form 5500 · updated monthly

Cutrale Citrus Juices USA, Inc401(k)

CUTRALE USA RETIREMENT SAVINGS PLAN · AUBURNDALE, FL · plan year 2025

Reported admin expense ratio · 2025
0.30%

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

Cutrale Citrus Juices USA, Inc reported $59,200 in plan administrative expenses for 2025: 0.30% of average plan assets, above the peer median. Employer contributions averaged $1,191 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 3 years on file its reported administrative ratio fell from 0.44% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,108th-largest of 3,644 plans among Florida employers on file, and the 243rd of 945 in agriculture, forestry & fishing. In 2025, employees put in $3.04 for every $1.00 the employer contributed; active participation has shrunk from 423 to 209 since 2022.

Plan summary
Net assets, end of year$20,132,597
Participants with balances196
Active participants209
Employer contributions$248,858
Employee contributions$755,578
Employer contribution per active participant$1,191
Average account balance$102,717
Benefits paid to participants$2,128,317
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$20.1M · 196 accts · $249K emplr
2024$19.0M · 219 accts · $359K emplr
2023$19.3M · 240 accts · $372K emplr
2022$17.6M · 286 accts · $392K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$18,620
Investment management$40,580
Total administrative$59,200
The Cutrale Citrus Juices USA, Inc 401(k) match · 2025
Employer contribution per active participant$1,191
Median for plans this size$2,666
2025$1,191 per active participant
2024$1,441 per active participant
2023$1,551 per active participant
2022$927 per active participant

Cutrale Citrus Juices USA, Inc's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$37,240
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$37,451

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

Recordkeeper by year2
2025John Hancock
2024John Hancock

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Administrative cost history4
2025$59,200 · 0.30%
2024$55,019 · 0.29%
2023$81,613 · 0.44%
2022$81,342 · 0.44%
Same employer
Similar plansAgriculture, Forestry & Fishing · Florida
Lfc Enterprises LLC FL$27.9M · 0.36%
Naturipe Farms, LLC. FL$25.1M · 0.28%
Wedgworth Farms Inc FL$24.6M · 0.06%
Bernard Egan & Company FL$23.8M · 0.35%
Alico, Inc. FL$17.9M · 0.38%
Lykes Bros. Inc. FL$15.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593398242 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.