# Dundee Citrus Growers Association 401(k) Plan
Source: https://planprovider.pro/companies/dundee-citrus-growers-association-401k-plan

> Dundee Citrus Growers Association's 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STADION MONEY MANAGEMENT|SERVICE PROVIDER|$47,334|—|$47,334|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$32,708|—|$32,708|

| DEAROLF & MERENESS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [DEAROLF & MERENESS LLP](https://planprovider.pro/provider/dearolf-and-mereness-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,042

- **Estimated Expense Ratio:** 0.698% 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|$80,042|$47,334|$32,708|—|—|

| 2023|$68,638|$39,736|$28,902|—|—|

| 2022|$71,858|$42,399|$29,459|—|—|

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