Plan Snapshot
- Plan Sponsor: Blue Diamond Growers
- Sponsor EIN: 940355780
- Sponsor Address: 1802 C STREET, SACRAMENTO, CA, 95811
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 2,007
- Total Assets: $181.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,007 | $181.1M | $0 | $0 |
| 2024 | 1,461 | $162.0M | $5.0M | $10.6M |
| 2023 | 1,633 | $146.0M | $4.7M | $10.7M |
| 2022 | 1,638 | $123.7M | $3.2M | $9.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FID INV INST OPS CO | Recordkeeper | $216,792 | — | $216,792 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $33,049 | — | $33,049 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,841
- Estimated Expense Ratio: 0.138% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $23,417,706 | $33,049 | — | — | — |
| 2024 | $192,454 | $28,390 | — | — | — |
| 2023 | $182,991 | $35,819 | — | — | — |
| 2022 | $176,410 | $12,228 | — | — | — |