# Sunkist Retirement Board 401(k) Plan
Source: https://planprovider.pro/companies/sunkist-retirement-board-467127838-001

> Sunkist Retirement Board's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [HUTCHINSON AND BLOODGOOD LLP](https://planprovider.pro/provider/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|

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