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: 987
- Total Assets: $105.4M
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 | 987 | $105.4M | $3.8M | $5.3M |
| 2023 | 1,001 | $96.2M | $3.7M | $5.1M |
| 2022 | 1,005 | $80.7M | $3.6M | $4.7M |
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 | $37,325 | — | $37,325 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,325
- Estimated Expense Ratio: 0.035% 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 | $64,867 | $29,291 | $600 | $37,325 | — |
| 2023 | $32,794 | $26,094 | $1,200 | — | — |
| 2022 | $64,867 | $18,930 | — | — | — |