How big is Rio Farms , LLC's plan?

Rio Farms , LLC's plan reported $17.3M in assets and 801 participants for 2024.

Original filing (PDF)20251014180313NAL0001735203001

Rio Farms , LLC

Name: Rio Farms , LLC — Rio GILL 401(k) Plan & Trust, Form 5500 (2024)
Creator: Rio Farms , LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rio GILL 401(k) Plan & Trust

401(k) retirement plan · Rio Farms , LLC's Rio GILL 401(k) Plan & Trust held $17.3M in plan assets for 801 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

801

Accounts w/ balance

237

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.2M

People on this filing

Juan Sanchez signed Rio Farms , LLC's 2024 Form 5500 as plan administrator.

Juan Sanchez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rio Farms , LLC's EIN is 77-0009052.

EIN 77-0009052

Plan number 001

Plan year 2024

ACK ID 20251014180313NAL0001735203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rio Farms , LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rio Farms , LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIO FARMS , LLC.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

RIO FARMS , LLC

EIN

all filings

Address

1051 SOUTH PACIFIC AVENUE · OXNARD, CA · 93030

Phone

(831) 385-6225

Industry

Agriculture, Forestry, Fishing, Hunting

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$32K	—

Accountant / Auditor

Investments

37 direct securities· $17.2M(100% of reported assets)

Common Collective Trusts

$14.3M

22 holdings

Mutual Funds

$2.5M

14 holdings

Bonds / Notes

$485K

1 holding

					% of plan
Fidelity Management Trust Company FID FDM IDX 2030 IPR	Common Collective Trusts	—	—	$2.8M	16.1%
Fidelity Management Trust Company FID FDM IDX 2035 IPR	Common Collective Trusts	—	—	$2.5M	14.6%
Fidelity Management Trust Company FID FDM IDX 2025 IPR	Common Collective Trusts	—	—	$1.9M	10.9%
Fidelity Management Trust Company FID FDM IDX 2040 IPR	Common Collective Trusts	—	—	$1.8M	10.6%
Fidelity Management Trust Company FID GOVT MMKT K6	Mutual Funds	—	—	$1.5M	8.8%
Fidelity Management Trust Company FID FDM IDX 2045 IPR	Common Collective Trusts	—	—	$1.3M	7.5%
Fidelity Management Trust Company FID FDM IDX 2020 IPR	Common Collective Trusts	—	—	$1.2M	7.0%
Fidelity Management Trust Company FID FDM IDX 2010 IPR 729 * Fidelity Management Trust Company FID FDM IDX 2015 IPR	Common Collective Trusts	—	—	$728K	4.2%
Fidelity Management Trust Company FID FDM IDX 2050 IPR	Common Collective Trusts	—	—	$551K	3.2%
Notes receivable from participants Interest rates between 4.25% – 9.5%	Bonds / Notes	—	—	$485K	2.8%
Fidelity Management Trust Company FA BALANCED Z	Mutual Funds	—	—	$476K	2.8%
Fidelity Management Trust Company FID 500 INDEX	Common Collective Trusts	—	—	$298K	1.7%
Fidelity Management Trust Company FID FDM IDX INC IPR	Common Collective Trusts	—	—	$297K	1.7%
Fidelity Management Trust Company FID FDM IDX 2055 IPR	Common Collective Trusts	—	—	$288K	1.7%
Fidelity Brokerage Services Common Stock	Mutual Funds	—	—	$217K	1.3%
Fidelity Management Trust Company FID FDM IDX 2060 IPR	Common Collective Trusts	—	—	$205K	1.2%
Fidelity Management Trust Company FID TOTAL MKT IDX	Common Collective Trusts	—	—	$115K	0.7%
Fidelity Management Trust Company FID LG CAP VAL IDX	Common Collective Trusts	—	—	$80K	0.5%
Fidelity Management Trust Company BLKRK HIGH YLD BD K	Mutual Funds	—	—	$71K	0.4%
Fidelity Management Trust Company FKLN SMMIDCP GRTH R6	Mutual Funds	—	—	$69K	0.4%
Fidelity Management Trust Company FID REAL ESTATE IDX	Common Collective Trusts	—	—	$52K	0.3%
Fidelity Management Trust Company LD ABT DEV GRTH R6	Mutual Funds	—	—	$32K	0.2%
Fidelity Management Trust Company FID FDM IDX 2065 IPR	Common Collective Trusts	—	—	$29K	0.2%
Fidelity Management Trust Company FID NASDAQ COMP INDX	Mutual Funds	—	—	$25K	0.1%
Fidelity Management Trust Company INVS CORP BOND R6	Mutual Funds	—	—	$24K	0.1%
Fidelity Management Trust Company IS S&P 500 IDX K	Common Collective Trusts	—	—	$22K	0.1%
Fidelity Management Trust Company FKLN INTL GRTH R6	Mutual Funds	—	—	$20K	0.1%
Fidelity Management Trust Company FA TOTAL BOND Z	Mutual Funds	—	—	$19K	0.1%
Fidelity Management Trust Company TRP MID CAP VALUE I	Mutual Funds	—	—	$16K	<0.1%
Fidelity Management Trust Company FID MULTI ASSET IDX	Common Collective Trusts	—	—	$15K	<0.1%
Fidelity Management Trust Company FID US BOND IDX	Common Collective Trusts	—	—	$10K	<0.1%
Fidelity Management Trust Company FID INTL INDEX	Mutual Funds	—	—	$7K	<0.1%
Fidelity Management Trust Company FID EXTD MKT IDX	Common Collective Trusts	—	—	$5K	<0.1%
Fidelity Management Trust Company FID GLB EX US IDX	Common Collective Trusts	—	—	$5K	<0.1%
Fidelity Management Trust Company FID SM CAP VAL IDX	Common Collective Trusts	—	—	$4K	<0.1%
Fidelity Brokerage Services Cash	Mutual Funds	—	—	$3K	<0.1%
Fidelity Management Trust Company AF BALANCED R6	Mutual Funds	—	—	$1K	<0.1%