# Limoneira Company 401(k) Plan
Source: https://planprovider.pro/companies/limoneira-company-401k-plan

> Limoneira Company's 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/holthouse-carlin-and-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|

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