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Original filing (PDF)20260316153233NAL0003344386001
LIMONEIRA COMPANY
Form 5500
FILING_RECEIVED
LIMONEIRA 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 4.0 moNo recordkeeper disclosed
Active participants
238
Accounts w/ balance
278
Plan assets (EOY)
$26.4M
Net assets (EOY)
$26.4M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIMONEIRA COMPANY.
Plan sponsor
Name
LIMONEIRA COMPANY
EIN
77-0260692
Address
1141 CUMMINGS ROAD · SANTA PAULA, CA · 93060
Phone
(805) 525-1141
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
34 direct securities · 1 pooled fund· $29.6M(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
$26.4M
34 holdings
Pooled Separate Account
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 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 | — | — | — | $3.1M | 11.9% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | — | $2.8M | 10.6% | |
| Amer Funds Amer Bal R6 Fd | — | — | — | $2.2M | 8.4% | |
| American Century SC Gr R6 Fd | — | — | — | $1.8M | 6.9% | |
| American Funds Mortgage R6 Fd | — | — | — | $1.2M | 4.4% | |
| Pioneer Bond Y Fund | — | — | — | $1.2M | 4.4% | |
| Principal High Yield R6 Fund | — | — | — | $1.1M | 4.0% | |
| MFS Intl Intrinsic Value R6 Fd | — | — | — | $1.0M | 3.9% | |
| Macquarie Small Cap Value R6 F | — | — | — | $855K | 3.2% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | — | $843K | 3.2% | |
| JP Morgan Mid Cap Growth R6 Fd | — | — | — | $724K | 2.7% | |
| Fidelity Adv Tech Z Fund | — | — | — | $681K | 2.6% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | — | $665K | 2.5% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | — | $591K | 2.2% | |
| PIMCO Income Institutional Fd | — | — | — | $575K | 2.2% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | — | $552K | 2.1% | |
| JP Morgan US Value R6 Fund | — | — | — | $498K | 1.9% | |
| Virtus Duff & Phelps Wter I | — | — | — | $374K | 1.4% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | — | $327K | 1.2% | |
| Fidelity Sm Cap Index Fund | — | — | — | $317K | 1.2% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | — | $283K | 1.1% | |
| Fidelity 500 Index Fund | — | — | — | $270K | 1.0% | |
| Fidelity Mid Cp Index Fund | — | — | — | $251K | 1.0% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | — | $196K | 0.7% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | — | $183K | 0.7% | |
| Fidelity Adv Intl Cap App Z | — | — | — | $180K | 0.7% | |
| PSA NO. 25 | — | — | — | $123K | 0.5% | |
| John Hancock Disc Val MC R6 Fd | — | — | — | $113K | 0.4% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | — | $68K | 0.3% | |
| Allspring Real Return R6 | — | — | — | $41K | 0.2% | |
| American Funds NewWorld R6 | — | — | — | $30K | 0.1% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | — | $21K | <0.1% | |
| AB Large Cap Growth Z Fund | — | — | — | $8K | <0.1% |
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