# Rio Farms , LLC 401(k) Plan
Source: https://planprovider.pro/companies/rio-farms-llc-401k-plan

> Rio Farms , LLC's 401(k) plan: 801 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rio Farms , LLC

- **Sponsor EIN:** 770009052

- **Sponsor Address:** 1051 SOUTH PACIFIC AVENUE, OXNARD, CA, 93030

- **Plan Type:** 401(k)

- **Total Participants:** 801

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|801|$17.3M|$123,897|$824,604|

| 2023|721|$16.1M|$128,757|$858,342|

| 2022|733|$13.6M|$119,370|$796,429|

## 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|

| LPL FINANCIAL LLC|ADVISOR|$31,625|—|$31,625|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$26,146|—|$26,146|

| CUTTONE & MASTRO CPA|ACCOUNTANT/AUDITOR|$8,500|—|$8,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,271

- **Estimated Expense Ratio:** 0.383% 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|$66,271|$31,625|—|$8,500|—|

| 2023|$71,274|$28,022|—|$12,100|—|

| 2022|$72,998|—|—|—|—|

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