Retirement plan

MARIANI NUT COMPANY INC. 401(K) PROFIT SHARING PLAN

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

MARIANI NUT COMPANY INC.EIN 94-2177792Plan #001PY 2025

709 DUTTON STREET - WINTERS, CA 95694530-662-3311marianinut.comLinkedIn501-1000 employeesfood production

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$30.4M

+8.0% from 2024

Total participants

540

-10.6% from 2024

Average account balance

$69,143

+22.0% from 2024

Annual return

11.12%

-0.37 pp from 2024

Benchmarks

See 2,197 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants250-999

Cohort2,197 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.42M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

440

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.

72.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GOLDEN GATE RETIREMENT CONSULTANTS10+ years Service code 10 · EIN 20-1734977 395 OYSTER POINT BLVD · SOUTH SAN FRANCISCO, CA 94080	Accounting	$22,221
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 06-0974148 8515 EAST ORCHARD RO · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$6,015
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY Service code 23 · EIN 06-0974148 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111	Insurance services; Investment manage...	$908

Plan features & details

Pension benefit codes2E2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$12K

$35 / participant

Recordkeeping$10K77.9%
Contract admin$3K22.1%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CAMPBELL TAYLOR WASHBURN
Auditor EIN: 680251243
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,143

$64,728+6.8%

$147,027-53.0%

$64,728+6.8%

Participation rate

72.1%

57.9%+14.2pp

73.7%-1.7pp

57.9%+14.2pp

Annual return

11.12%

49.38%-38.3pp

20.23%-9.1pp

49.38%-38.3pp

Employer contribution / active EE

$1,657

$2,243-26.1%

$3,626-54.3%

$2,243-26.1%

Participant deferral / active EE

$2,611

$2,729-4.3%

$4,933-47.1%

$2,729-4.3%

Admin fee / account holder

$28

$1,145-97.5%

$12,223-99.8%

$1,145-97.5%

Provider

Service type

Compensation

GOLDEN GATE RETIREMENT CONSULTANTS10+ years

Service code 10 · EIN 20-1734977

395 OYSTER POINT BLVD · SOUTH SAN FRANCISCO, CA 94080

Accounting

$22,221

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE CO

Service code 64 · EIN 06-0974148

8515 EAST ORCHARD RO · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$6,015

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY

Service code 23 · EIN 06-0974148

8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111

Insurance services; Investment manage...

$908

MARIANI NUT COMPANY INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIANI NUT COMPANY 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