Plan Snapshot
- Plan Sponsor: Wm. Bolthouse Farms, INC. Dba Generous Brands
- Sponsor EIN: 381909570
- Sponsor Address: 7200 E BRUNDAGE LANE, BAKERSFIELD, CA, 93307
- Plan Type: 401(k)
- Total Participants: 2,414
- Total Assets: $89.0M
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 | 2,414 | $89.0M | $3.8M | $7.0M |
| 2023 | 2,402 | $77.7M | $3.6M | $6.6M |
| 2022 | 2,573 | $61.0M | $3.3M | $6.1M |
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 |
|---|---|---|---|---|
| BARTLETT, PRINGLE & WOLF, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $239,884 | $42,035 | — | — | — |
| 2023 | $261,934 | $58,489 | — | — | — |
| 2022 | $243,719 | $54,683 | $189,036 | — | — |