# Wm. Bolthouse Farms, INC. Dba Generous Brands 401(k) Plan
Source: https://planprovider.pro/companies/wm-bolthouse-farms-inc-401k-plan

> Wm. Bolthouse Farms, INC. Dba Generous Brands's 401(k) plan: 2,414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$197,849|—|$197,849|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$42,035|—|$42,035|

| 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:** $239,884

- **Estimated Expense Ratio:** 0.270% 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|$239,884|$42,035|—|—|—|

| 2023|$261,934|$58,489|—|—|—|

| 2022|$243,719|$54,683|$189,036|—|—|

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