Plan Ledger DOL Form 5500 · updated monthly

Sunsweet Growers Inc.401(k)

SUNSWEET GROWERS INC. SALARIED 401(K) PLAN · YUBA CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Sunsweet Growers Inc. reported $178,909 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,806 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 fell from 0.31% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,264th-largest of 9,483 plans among California employers on file, and the 2,344th of 13,661 in manufacturing. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 266 to 316 since 2022.

Plan summary
Net assets, end of year$74,714,853
Participants with balances421
Active participants316
Employer contributions$886,630
Employee contributions$2,085,356
Employer contribution per active participant$2,806
Average account balance$177,470
Benefits paid to participants$9,180,777
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.7M · 421 accts · $887K emplr
2023$72.7M · 400 accts · $1.9M emplr
2022$65.5M · 352 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,409
Investment management$42,500
Total administrative$178,909
The Sunsweet Growers Inc. 401(k) match · 2024
Employer contribution per active participant$2,806
Median for plans this size$3,635
2024$2,806 per active participant
2023$6,636 per active participant
2022$5,751 per active participant

Sunsweet 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
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$42,500

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

Administrative cost history3
2024$178,909 · 0.24%
2023$221,442 · 0.32%
2022$221,630 · 0.31%
All plans at this employer2
SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN401(k)
SUNSWEET GROWERS INC. SALARIED 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · California
Enphase Energy, Inc. CA$76.6M · 0.13%
Garratt-Callahan Company CA$76.5M · 0.54%
Calamp Corp. CA$75.8M · 0.12%
Meyer Corporation US CA$75.8M · 0.03%
J.D. Heiskell Holdings, LLC CA$74.5M · 0.17%
Resonac America Inc. CA$74.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940360795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.