Plan Snapshot
- Plan Sponsor: Sunkist Retirement Board
- Sponsor EIN: 467127838
- Sponsor Address: 27770 N. ENTERTAINMENT DRIVE, VALENCIA, CA, 913551092
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $75.2M
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. |
|---|---|---|---|---|
| 2024 | 0 | $75.2M | $0 | $0 |
| 2023 | 0 | $82.1M | $0 | $0 |
| 2022 | 0 | $115.4M | $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 |
|---|---|---|---|---|
| INCOME RESEARCH + MANAGEMENT | Other Service Provider | $152,692 | — | $152,692 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $80,235 | — | $80,235 |
| RYAN LLC | Other Service Provider | $48,000 | — | $48,000 |
| HUTCHINSON AND BLOODGOOD LLP | Auditor | $28,900 | — | $28,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
- HUTCHINSON AND BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,827
- Estimated Expense Ratio: 0.412% 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 | $312,000 | $153,000 | — | $29,000 | — |
| 2023 | $126,000 | $73,000 | — | $7,000 | — |
| 2022 | $275,000 | $139,000 | — | — | $27,000 |