Plan Snapshot
- Plan Sponsor: Sun-Maid Growers Of California
- Sponsor EIN: 940908760
- Sponsor Address: 6795 N PALM AVE 2ND FLOOR, FRESNO, CA, 93704
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 357
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 357 | $0 | $0 | $0 |
| 2024 | 346 | $0 | $0 | $0 |
| 2023 | 344 | $0 | $0 | $0 |
| 2022 | 376 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| COMPASS HEALTH ADMINISTRATORS | Recordkeeper | $97,143 | — | $97,143 |
| BLUE SHIELD OF CALIFORNIA | Other Service Provider | $96,644 | — | $96,644 |
| VALENZ CARE | Other Service Provider | $27,140 | — | $27,140 |
| TEAMSTER ALCOHOL REHAB PROGRAM | Other Service Provider | $8,826 | — | $8,826 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,753
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |