Plan Snapshot
- Plan Sponsor: Peace River Citrus Products, INC.
- Sponsor EIN: 650262599
- Sponsor Address: 4104 HIGHWAY 72 WEST, ARCADIA, FL, 34266
- Plan Type: 401(k)
- Total Participants: 516
- Total Assets: $71.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 516 | $71.3M | $2.3M | $2.2M |
| 2023 | 414 | $64.6M | $2.0M | $2.0M |
| 2022 | 399 | $55.1M | $2.1M | $1.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,883 | $45,000 | — | — | — |
| 2023 | $60,785 | $15,000 | — | — | — |
| 2022 | $111,544 | $53,427 | $58,117 | — | — |