Plan Ledger DOL Form 5500 · updated monthly

Sunkist Growers, Inc.401(k)

SUNKIST MATCH PLUS SAVINGS PLAN · VALENCIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Sunkist Growers, Inc. reported $114,469 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,344 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 has held roughly steady near 0.102%. 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 888th-largest of 9,483 plans among California employers on file, and the 368th of 4,246 in wholesale trade. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has shrunk from 509 to 452 since 2022.

Plan summary
Net assets, end of year$116,668,839
Participants with balances714
Active participants452
Employer contributions$1,511,348
Employee contributions$3,582,221
Employer contribution per active participant$3,344
Average account balance$163,402
Benefits paid to participants$10,653,064
Plan auditUnmodified (clean) audit opinion
AuditorHUTCHINSON & BLOODGOOD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$116.7M · 714 accts · $1.5M emplr
2023$108.0M · 739 accts · $1.5M emplr
2022$99.0M · 762 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,343
Investment management$29,126
Total administrative$114,469
The Sunkist Growers, Inc. 401(k) match · 2024
Employer contribution per active participant$3,344
Median for plans this size$3,635
2024$3,344 per active participant
2023$3,168 per active participant
2022$2,871 per active participant

Sunkist Growers, Inc.'s 2024 employer contribution ran below 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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$101,969
CAPFINANCIAL PARTNERS LLC · Investment management$12,500

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$114,469 · 0.10%
2023$112,942 · 0.11%
2022$111,856 · 0.10%
Same employer
Similar plansWholesale Trade · California
Kellwood Company, LLC CA$124.7M · 0.19%
WD-40 Company CA$116.8M · 0.19%
M S International, Inc. CA$100.2M · 0.07%
Ariat International, Inc. CA$99.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950595000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.