Plan Snapshot
- Plan Sponsor: Cutrale Citrus Juices Usa, INC
- Sponsor EIN: 593398242
- Sponsor Address: 602 MCKEAN STREET, AUBURNDALE, FL, AUBURNDALE, FL, 33823
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 249 | $19.1M | $358,710 | $988,563 |
| 2023 | 240 | $19.3M | $372,174 | $1.1M |
| 2022 | 423 | $17.6M | $391,970 | $1.1M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | OTHER | $26,574 | — | $26,574 |
| JOHN HANCOCK | RECORDKEEPER | $18,407 | — | $18,407 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORD KEEPER | $12,289 | — | $12,289 |
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,270
- Estimated Expense Ratio: 0.300% 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 | $55,019 | $25,283 | $29,736 | — | — |
| 2023 | $81,613 | $779 | — | — | — |
| 2022 | $81,342 | $59,396 | $21,696 | — | — |