Plan Snapshot
- Plan Sponsor: Dundee Citrus Growers Association
- Sponsor EIN: 590226060
- Sponsor Address: 111 NORTH FIRST STREET, DUNDEE, FL, 33838
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $11.5M
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 | 87 | $11.5M | $278,773 | $305,814 |
| 2023 | 95 | $10.3M | $277,825 | $291,391 |
| 2022 | 94 | $8.9M | $314,081 | $327,931 |
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 |
|---|---|---|---|---|
| DEAROLF & MERENESS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAROLF & MERENESS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $80,042 | $47,334 | $32,708 | — | — |
| 2023 | $68,638 | $39,736 | $28,902 | — | — |
| 2022 | $71,858 | $42,399 | $29,459 | — | — |