Plan Snapshot
- Plan Sponsor: Ocean Spray Cranberries, INC.
- Sponsor EIN: 041215610
- Sponsor Address: ONE OCEAN SPRAY DRIVE, LAKEVILLE MIDDLEBORO, MA, 02349
- Plan Type: 401(k)
- Total Participants: 897
- Total Assets: $339.5M
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 | 897 | $339.5M | $9.8M | $9.4M |
| 2023 | 818 | $311.4M | $8.1M | $8.8M |
| 2022 | 756 | $264.9M | $8.4M | $8.0M |
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 |
|---|---|---|---|---|
| CBIZ CPA'S PC | Auditor | $114,301 | — | $114,301 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,301
- Estimated Expense Ratio: 0.034% 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 | $146,275 | $51,806 | $600 | $114,301 | — |
| 2023 | $57,497 | $40,548 | $300 | — | — |
| 2022 | $202,723 | $25,783 | — | — | — |