Plan Snapshot
- Plan Sponsor: Limoneira Company
- Sponsor EIN: 770260692
- Sponsor Address: 1141 CUMMINGS ROAD, SANTA PAULA, CA, 93060
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $26.4M
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 | 238 | $26.4M | $846,688 | $1.1M |
| 2023 | 252 | $26.3M | $819,645 | $1.1M |
| 2022 | 260 | $22.9M | $446,635 | $900,736 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $48,666 | — | $48,666 |
| WORLD INVESTMENT ADVISORS, LLC | INVESTMENT ADVISORY | $46,329 | $13 | $46,342 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,008
- Estimated Expense Ratio: 0.360% 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 | $95,002 | $46,335 | $48,667 | — | — |
| 2023 | $85,817 | $43,360 | $42,457 | — | — |
| 2022 | $97,636 | $44,994 | $42,692 | — | $9,950 |