Back to filter
Original filing (PDF)20251014135320NAL0002947009001
PEACE RIVER CITRUS PRODUCTS, INC.
Form 5500
FILING_RECEIVED
PEACE RIVER CITRUS PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
516
Accounts w/ balance
553
Plan assets (EOY)
$71.3M
Net assets (EOY)
$71.3M
How this plan invests
This plan
21 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEACE RIVER CITRUS PRODUCTS, INC..
Plan sponsor
Name
PEACE RIVER CITRUS PRODUCTS, INC.
EIN
65-0262599
Address
4104 HIGHWAY 72 WEST · ARCADIA, FL · 34266
Phone
(863) 494-0440
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $45K | — |
Investments
19 direct securities · 21 pooled funds· $79.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$55.5M
19 holdings
Common Collective Trust
$23.7M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government MoneyMarket | — | — | — | $11.3M | 15.8% | |
| Fidelity 500 Index | — | — | — | $9.4M | 13.2% | |
| Fidelity LargeCap Growth Index | — | — | — | $9.0M | 12.7% | |
| Putnam Large Cap Value | — | — | — | $5.9M | 8.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.9M | 8.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $3.2M | 4.4% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.8M | 4.0% | |
| Victory Sycamore Victory Sycamore Est Value | — | — | — | $2.8M | 3.9% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.8M | 3.9% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.6M | 3.7% | |
| flexPATH Index Moderate Retirement | — | — | — | $2.4M | 3.3% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.4M | 3.3% | |
| American Funds Capital Group American Funds American Balance Fund | — | — | — | $2.2M | 3.0% | |
| Fidelity Mid Cap Growth | — | — | — | $2.1M | 3.0% | |
| Fidelity Mid Cap Index | — | — | — | $1.7M | 2.4% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.7M | 2.4% | |
| Fidelity Small Cap Index | — | — | — | $1.4M | 1.9% | |
| JPMorgan JP Morgan Government Bond Fund | — | — | — | $1.2M | 1.7% | |
| Participant Loans Rates from 4.25% to 9.50% | — | — | — | $1.1M | 1.6% | |
| Fidelity Emerging Markets | — | — | — | $1.1M | 1.5% | |
| American Century Investments American Century Small Cap Value | — | — | — | $1.1M | 1.5% | |
| JPMorgan JP Morgan Small Cap Growth | — | — | — | $1.0M | 1.4% | |
| PGIM Investments PGIM Global Total Return | — | — | — | $912K | 1.3% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $450K | 0.6% | |
| flexPATH Index Conservative Retirement | — | — | — | $425K | 0.6% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $425K | 0.6% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $389K | 0.5% | |
| flexPATH Index Aggressive Retirement | — | — | — | $318K | 0.4% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $318K | 0.4% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $317K | 0.4% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $298K | 0.4% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $62K | <0.1% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $60K | <0.1% | |
| flexPATH Index Conservative 2055 | — | — | — | $35K | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $35K | <0.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $1 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |