Plan Snapshot
- Plan Sponsor: Blue Diamond Growers
- Sponsor EIN: 940355780
- Sponsor Address: 1802 C STREET, SACRAMENTO, CA, 95811
- Plan Type: 401(k)
- Total Participants: 1,461
- Total Assets: $162.0M
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. |
|---|---|---|---|---|
| 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 | $164,063 | — | $164,063 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $28,390 | — | $28,390 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,453
- Estimated Expense Ratio: 0.119% 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 |
|---|---|---|---|---|---|
| 2024 | $192,454 | $28,390 | — | — | — |
| 2023 | $182,991 | $35,819 | — | — | — |
| 2022 | $176,410 | $12,228 | — | — | — |