Retirement plan

SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PLAN

Name: SUNNYLAND BULGUR WHEAT, INC. - SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SUNNYLAND BULGUR WHEAT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PLAN, SUNNYLAND BULGUR WHEAT, INC.

SUNNYLAND BULGUR WHEAT, INC.EIN 94-1694708Plan #001PY 2025

4469 E. ANNADALE - FRESNO, CA 937252221559-233-4983sunnylandmills.comLinkedIn51-200 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+14.9% from 2024

Total participants

+16.7% from 2024

Average account balance

$122,183

-1.5% from 2024

Annual return

10.47%

+3.65 pp from 2024

Benchmarks

See 1,719 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort1,719 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1752

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$25K

$2044 / participant

Other / not subdivided$25K100.0%

% of EOY assets

1.434%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,183

$99,380+22.9%

$90,312+35.3%

$155,188-21.3%

Participation rate

100.0%

77.3%+22.7pp

72.9%+27.1pp

80.8%+19.2pp

Annual return

10.47%

19.35%-8.9pp

18.90%-8.4pp

148.84%-138.4pp

Employer contribution / active EE

$4,167

$2,390+74.4%

$2,243+85.8%

$4,248-1.9%

Participant deferral / active EE

$2,230

$4,212-47.1%

$3,749-40.5%

$6,531-65.9%

Admin fee / account holder

$1,752

$9,766-82.1%

$8,248-78.8%

$14,480-87.9%

SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNNYLAND BULGUR WHEAT, INC. 401(K) PROFIT SHARING PLAN

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