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Original filing (PDF)20250414164619NAL0002026097001
BLUE DIAMOND GROWERS
Form 5500
FILING_RECEIVED
BLUE DIAMOND GROWERS EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
113
Accounts w/ balance
—
Plan assets (EOY)
$101.9M
Net assets (EOY)
$101.9M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — 289% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE DIAMOND GROWERS.
Plan sponsor
Name
BLUE DIAMOND GROWERS
EIN
94-0355780
Address
1802 C STREET · SACRAMENTO, CA · 95814
Phone
(916) 446-8407
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-3532603 | — | ACTUARIAL/CONSULTING | $150K | — |
| MORGAN STANLEY | 36-3145972 | — | INV. ADVISORY | $25K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | TRUSTEE | $94K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INST ASSET MGMT TRUST CO | 20-4659714 | — | INV. MANAGEMENT | $101K | — |
Investments
3 pooled funds· $37.7M(37% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIAM LONG CORPORATE COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 187 | Common Collective Trust | $14.4M | 14.1% |
| FIAM LONG DURATION COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 053 | Common Collective Trust | $14.3M | 14.0% |
| FIAM LONG US TREAS STRIPS COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 120 | Common Collective Trust | $9.0M | 8.8% |