Retirement plan

TURLOCK FRUIT COMPANY 401(K) SAFE HARBOR PLAN

Name: TURLOCK FRUIT COMPANY - TURLOCK FRUIT COMPANY 401(K) SAFE HARBOR PLAN (2025) Form 5500
Creator: TURLOCK FRUIT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TURLOCK FRUIT COMPANY 401(K) SAFE HARBOR PLAN, TURLOCK FRUIT COMPANY

TURLOCK FRUIT COMPANYEIN 94-2559200Plan #001PY 2025

PO BOX 130 - TURLOCK, CA 953810130209-634-7207turlockfruit.comLinkedIn11-50 employeesfarming

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.5M

+17.8% from 2024

Total participants

+13.3% from 2024

Average account balance

$176,534

+17.8% from 2024

Annual return

18.01%

+2.16 pp from 2024

Benchmarks

See 1,520 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,520 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.53M

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.

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.

91.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$514K

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

+18.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9872

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 codes2E2F2G2J3D3H

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.
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.
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

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

$533K

$9036 / participant

Other / not subdivided$533K100.0%

% of EOY assets

5.592%

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

$176,534

$77,896+126.6%

$134,172+31.6%

$82,448+114.1%

Participation rate

76.3%

62.8%+13.5pp

72.5%+3.8pp

68.1%+8.2pp

Annual return

18.01%

18.21%-0.2pp

25.30%-7.3pp

41.64%-23.6pp

Employer contribution / active EE

$2,666

$2,159+23.4%

$3,420-22.1%

$2,551+4.5%

Participant deferral / active EE

$6,041

$3,162+91.1%

$4,690+28.8%

$4,139+45.9%

Admin fee / account holder

$9,872

$6,336+55.8%

$12,016-17.8%

$7,234+36.5%

TURLOCK FRUIT COMPANY 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TURLOCK FRUIT COMPANY 401(K) SAFE HARBOR 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