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: 316
- Total Assets: $74.7M
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 | 316 | $74.7M | $886,630 | $2.1M |
| 2023 | 287 | $72.7M | $1.9M | $2.1M |
| 2022 | 266 | $65.5M | $1.5M | $2.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $176,597 | — | $176,597 |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $42,500 | — | $42,500 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,097
- Estimated Expense Ratio: 0.293% 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 | $178,909 | $42,500 | — | — | — |
| 2023 | $221,442 | $37,822 | $175,870 | $7,350 | — |
| 2022 | $221,630 | $42,399 | — | — | $9,242 |