AMY Fukutomi signed Limoneira Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Limoneira Company's EIN is 77-0260692.
Download the official 2024 Form 5500 (PDF) for Limoneira Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Limoneira Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | — | $3.2M | 12.3% | |
| PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $3.2M | 12.3% | |
| Prin RE Secs R6 Fund | Other securities | — | — | $3.1M | 11.9% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.8M | 10.6% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | — | $2.2M | 8.4% | |
| American Century SC Gr R6 Fd | Other securities | — | — | $1.8M | 6.9% | |
| American Funds Mortgage R6 Fd | Mutual Funds | — | — | $1.2M | 4.4% | |
| Pioneer Bond Y Fund | Other securities | — | — | $1.2M | 4.4% | |
| Principal High Yield R6 Fund | Other securities | — | — | $1.1M | 4.0% | |
| MFS Intl Intrinsic Value R6 Fd | Mutual Funds | — | — | $1.0M | 3.9% | |
| Macquarie Small Cap Value R6 F | Other securities | — | — | $855K | 3.2% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | — | $843K | 3.2% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $724K | 2.7% | |
| Fidelity Adv Tech Z Fund | Mutual Funds | — | — | $681K | 2.6% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | — | $665K | 2.5% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | — | $591K | 2.2% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $575K | 2.2% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | — | $552K | 2.1% | |
| JP Morgan US Value R6 Fund | Other securities | — | — | $498K | 1.9% | |
| Virtus Duff & Phelps Wter I | Other securities | — | — | $374K | 1.4% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | — | $327K | 1.2% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $317K | 1.2% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | — | $283K | 1.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $270K | 1.0% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $251K | 1.0% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | — | $196K | 0.7% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | — | $183K | 0.7% | |
| Fidelity Adv Intl Cap App Z | Mutual Funds | — | — | $180K | 0.7% | |
| PSA NO. 25 | Pooled Separate Accounts | — | — | $123K | 0.5% | |
| John Hancock Disc Val MC R6 Fd | Other securities | — | — | $113K | 0.4% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | — | $68K | 0.3% | |
| Allspring Real Return R6 | Other securities | — | — | $41K | 0.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $30K | 0.1% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | — | $21K | <0.1% | |
| AB Large Cap Growth Z Fund | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $46K | — |
