Plan Snapshot
- Plan Sponsor: Sunsweet Growers INC.
- Sponsor EIN: 940360795
- Sponsor Address: 901 N. WALTON AVE., YUBA CITY, CA, 95993
- Plan Type: DC
- Total Participants: 383
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 383 | $4.2M | $0 | $363,598 |
| 2023 | 387 | $3.5M | $0 | $304,548 |
| 2022 | 362 | $2.9M | $0 | $252,904 |
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 |
|---|---|---|---|---|
| MOSS ADAMS LLP | Auditor | $476 | — | $476 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $476
- Estimated Expense Ratio: 0.011% 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 | $241,424 | — | — | — | — |
| 2023 | $13,046 | $1,744 | $10,826 | $476 | — |
| 2022 | $10,506 | $1,882 | — | — | — |