Retirement plan

SUNSWEET GROWERS INC. SALARIED 401(K) PLAN

Name: SUNSWEET GROWERS INC. - SUNSWEET GROWERS INC. SALARIED 401(K) PLAN (2017) Form 5500
Creator: SUNSWEET GROWERS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNSWEET GROWERS INC. SALARIED 401(K) PLAN, SUNSWEET GROWERS INC.

SUNSWEET GROWERS INC.EIN 94-0360795Plan #010PY 2017

901 N. WALTON AVE - YUBA CITY, CA 95993530-674-5010sunsweet.comLinkedIn501-1000 employeesfood & beverages

Other plans on this EIN

3 filings

#002Retirement-$8.2M assets #011Retirement-$7.7M assets #001Retirement-$2.3M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 25, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$60M

+14.4% from 2016

Total participants

342

-2.3% from 2016

Average account balance

$175,402

+17.0% from 2016

Annual return

15.97%

+8.68 pp from 2016

Benchmarks

See 684 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort684 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$74.71M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$177K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

421

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.97M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.24%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$425

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT 401(K) ADVISORS INC. Service code 27 · EIN 33-0905143	Advisory (Plan)	$37,073
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318	Accounting	$15,696
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 15 · EIN 22-1211670	Recordkeeping	$6,936

Plan features & details

Pension benefit codes2E2F2G2J3H2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$60K

$221 / participant

Investment mgmt$37K61.8%
Other / not subdivided$23K38.2%

% of EOY assets

0.100%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS, LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$175,402

$53,925+225.3%

$75,501+132.3%

$69,631+151.9%

Participation rate

100.0%

71.2%+28.8pp

72.4%+27.6pp

70.7%+29.3pp

Annual return

15.97%

17.84%-1.9pp

27.35%-11.4pp

27571.02%-27555.1pp

Employer contribution / active EE

$6,527

$1,802+262.2%

$2,352+177.5%

$2,032+221.2%

Participant deferral / active EE

$6,612

$2,569+157.3%

$3,142+110.4%

$3,224+105.1%

Admin fee / account holder

$176

$97+80.7%

$5,801-97.0%

$110+58.9%

Provider

Service type

Compensation

NFP RETIREMENT INC3+ years

Filed as: NFP RETIREMENT 401(K) ADVISORS INC.

Service code 27 · EIN 33-0905143

Advisory (Plan)

$37,073

MOSS ADAMS LLP3+ years

Filed as: MOSS ADAMS, LLP

Service code 10 · EIN 91-0189318

Accounting

$15,696

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Filed as: THE PRUDENTIAL INS. CO. OF AMERICA

Service code 15 · EIN 22-1211670

Recordkeeping

$6,936

SUNSWEET GROWERS INC. SALARIED 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNSWEET GROWERS INC. SALARIED 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion