Plan Ledger DOL Form 5500 · updated monthly

Santa Rosa Berry Farms, LLC401(k)

SANTA ROSA BERRY FARMS, C&E FARMS 401(K) PLAN · OXNARD, CA · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Santa Rosa Berry Farms, LLC reported $587 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $595 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (9,081st of 9,483), and 908th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$492,037
Participants with balances39
Active participants186
Employer contributions$110,679
Employee contributions$113,320
Employer contribution per active participant$595
Average account balance$12,616
Benefits paid to participants$56,850
Plan auditUnmodified (clean) audit opinion
AuditorSOARES,SANDALL,BERNACCHI&PETROVICH,
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$587
Total administrative$587
The Santa Rosa Berry Farms, LLC 401(k) match · 2022
Employer contribution per active participant$595
Median for plans this size$331

Santa Rosa Berry Farms, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$587 · 0.13%
Similar plansAgriculture, Forestry & Fishing · California
Platinum Security, Inc. CA$613K · 6.00%
Duarte Nursery, Inc. CA$479K · 4.15%
Woodspur Operations LLC CA$355K · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770520234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.