# Sunsweet Growers INC. DC Plan
Source: https://planprovider.pro/companies/sunsweet-growers-inc-plan-010

> Sunsweet Growers INC.'s DC plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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