Plan Snapshot
- Plan Sponsor: Sunkist Retirement Board
- Sponsor EIN: 953007164
- Sponsor Address: 27770 N. ENTERTAINMENT DRIVE, VALENCIA, CA, 913551092
- Plan Type: DB
- Total Participants: 130
- Total Assets: $77.1M
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 | 130 | $77.1M | $1.6M | $0 |
| 2023 | 160 | $85.5M | $2.6M | $0 |
| 2022 | 240 | $112.0M | $2.4M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $420,025 | — | $420,025 |
| SUNKIST GROWERS, INC. | SPONSOR | $138,406 | — | $138,406 |
| CAPTRUST FINANCIAL ADVISORS | NONE | $72,000 | — | $72,000 |
| HUTCHINSON AND BLOODGOOD LLP | NONE | $31,250 | — | $31,250 |
| TRUCKER HUSS | NONE | $20,044 | — | $20,044 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $9,843 | — | $9,843 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON AND BLOODGOOD LLP — NONE
- TRUCKER HUSS — NONE
- U.S. BANK NATIONAL ASSOCIATION — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $691,568
- Estimated Expense Ratio: 0.897% 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 | $735,000 | $72,000 | — | $31,000 | — |
| 2023 | $869,000 | $139,000 | — | $51,000 | — |
| 2022 | $914,000 | $72,000 | — | — | $549,000 |