Back to filter
Original filing (PDF)20250813143450NAL0012712144001
MOUNTAIN VIEW FRUIT SALES, INC
Form 5500-SF
FILING_RECEIVED
MOUNTAIN VIEW 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
42
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNTAIN VIEW FRUIT SALES, INC.
Plan sponsor
Name
MOUNTAIN VIEW FRUIT SALES, INC
EIN
77-0382860
Address
4275 AVE 416 · REEDLEY, CA · 93654
Phone
(559) 637-0564
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-08-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
HINRICHSEN SEED & CHEMICAL, INC.
HINRICHSEN SEED & CHEMICAL, INC. SAVINGS AND PROFIT SHARING PLAN
$2.2M · 13 participants
C AND J BROTHERS INC
C AND J BROTHERS INC 401(K) PLAN
$2.2M · 11 participants
VINEYARD INDUSTRY PRODUCTS CO
VINEYARD INDUSTRY PRODUCTS CO DEFINED BENEFIT PENSION PLAN
$2.1M · 11 participants
I.G. FRUIT, INC.
I.G. FRUIT, INC. CASH BALANCE PLAN
$2.2M · 10 participants
FLAVOR 1ST GROWERS & PACKERS, LLC
FLAVOR 1ST GROWERS & PACKERS, LLC 401(K) PLAN
$2.2M · 92 participants
PUREFRESH SALES, INC.
PUREFRESH SALES, INC. RETIREMENT PLAN
$2.1M · 11 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B