Plan Ledger DOL Form 5500 · updated monthly

Wm. Bolthouse Farms, Inc.401(k)

BOLTHOUSE FARMS, INC. 401(K) RETIREMENT PLAN · BAKERSFIELD, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Wm. Bolthouse Farms, Inc. reported $239,884 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,591 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 0.38% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,110th-largest of 9,483 plans among California employers on file, and the 51st of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$88,962,145
Participants with balances1,867
Active participants2,414
Employer contributions$3,841,664
Employee contributions$6,991,903
Employer contribution per active participant$1,591
Average account balance$47,650
Benefits paid to participants$9,678,915
Plan auditUnmodified (clean) audit opinion
AuditorBARTLETT, PRINGLE & WOLF, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$89.0M · 1,867 accts · $3.8M emplr
2023$77.6M · 2,465 accts · $3.6M emplr
2022$60.9M · 2,012 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$197,849
Investment management$42,035
Total administrative$239,884
The Wm. Bolthouse Farms, Inc. 401(k) match · 2024
Employer contribution per active participant$1,591
Median for plans this size$3,635
2024$1,591 per active participant
2023$1,484 per active participant
2022$1,282 per active participant

Wm. Bolthouse Farms, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$42,035

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$239,884 · 0.29%
2023$261,934 · 0.38%
2022$243,719 · 0.38%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Driscoll's, Inc. CA$170.1M · 0.02%
Western Growers Association CA$145.3M · 0.49%
Morning Star Company CA$90.6M · 0.11%
Sakata Seed America, Inc. CA$76.9M · 0.10%
Grimmway Enterprises, Inc. CA$76.0M · 0.44%
J. G. Boswell Company CA$72.9M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381909570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.