Plan Snapshot
- Plan Sponsor: Sunridge Nurseries, INC.
- Sponsor EIN: 953127013
- Sponsor Address: 441 VINELAND ROAD, BAKERSFIELD, CA, 93307
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 157 | $6.8M | $290,962 | $489,597 |
| 2023 | 257 | $6.2M | $307,880 | $510,897 |
| 2022 | 303 | $5.0M | $252,465 | $462,452 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $18,954 | — | $18,954 |
| BANK OF AMERICA NA | INVESTMENT ADVISORY | $16,789 | — | $16,789 |
| HICKS PENSION SERVICES-FRESNO | RECORDKEEPER | $7,992 | $181 | $8,173 |
| DANIELLS, PHILLIPS, VAUGHAN & BOCK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- DANIELLS, PHILLIPS, VAUGHAN & BOCK — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,916
- Estimated Expense Ratio: 0.643% 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 | $39,847 | $39,847 | — | — | — |
| 2023 | $40,002 | $27,018 | $11,985 | — | — |
| 2022 | $38,668 | $25,525 | $9,570 | — | — |