# Sunkist Retirement Board DB Plan
Source: https://planprovider.pro/companies/sunkist-retirement-board-plan-333

> Sunkist Retirement Board's DB plan: 130 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:** 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](https://planprovider.pro/provider/hutchinson-and-bloodgood-llp) — NONE

- [TRUCKER HUSS](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

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