Plan Ledger DOL Form 5500 · updated monthly

Sun-Maid Growers of California401(k)

SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Sun-Maid Growers of California reported $82,049 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $6,613 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 0.14% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,671st-largest of 9,483 plans among California employers on file, and the 756th of 4,246 in wholesale trade. In 2024, the employer put in $1.48 for every $1.00 employees contributed themselves; active participation has grown from 159 to 310 since 2022.

Plan summary
Net assets, end of year$53,951,186
Participants with balances300
Active participants310
Employer contributions$2,050,134
Employee contributions$1,384,784
Employer contribution per active participant$6,613
Average account balance$179,837
Benefits paid to participants$4,002,228
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.0M · 300 accts · $2.1M emplr
2023$48.6M · 325 accts
2022$24.1M · 212 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,328
Investment management$2,646
Total administrative$82,049
The Sun-Maid Growers of California 401(k) match · 2024
Employer contribution per active participant$6,613
Median for plans this size$3,635

Sun-Maid Growers of California's 2024 employer contribution ran above the $3,635 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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$79,328
ADVISED ASSETS GROUP, LLC · Investment management$2,646

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Sun-Maid Growers of California before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$82,049 · 0.16%
2023$44,705 · 0.12%
2022$37,039 · 0.14%
All plans at this employer2
SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN401(k)
SUN-MAID GROWERS OF CALIFORNIA DEFINED CONTRIBUTION PENSION PLANDefined-contribution plan
Same employer
Similar plansWholesale Trade · California
Emser Tile, LLC CA$54.3M · 0.34%
Lyons Magnus, LLC CA$54.0M · 0.49%
Sakura Finetek USA, Inc. CA$53.8M · 0.09%
Mag Brand Group, LLC CA$53.4M · 0.61%
Fff Enterprises, Inc. CA$53.0M · 0.31%
Bachem Americas ,Inc. CA$51.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940908760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.