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Original filing (PDF)20251015172830NAL0002812419001
BLUE DIAMOND GROWERS
Form 5500
FILING_RECEIVED
BLUE DIAMOND GROWERS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
70% in single holding
Active participants
1,461
Accounts w/ balance
2,005
Plan assets (EOY)
$162.0M
Net assets (EOY)
$162.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MANAGED INCOME PORTFOLIO II COMM PL (no filing on disk)]" is 70% of 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 · 95811
Phone
(916) 446-8407
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $164K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $28K | — |
Investments
6 direct securities · 2 pooled funds· $32.2M(20% 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.
Common Collective Trust
$24.7M
2 holdings
Uncategorized
$7.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MANAGED INCOME PORTFOLIO II COMM PL FIDELITY MANAGEMENT TRUST CO. · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $17.2M | 10.6% | |
| FIAM CORE PLUS CL F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $7.5M | 4.6% | |
| FIAM BROAD MARKET DURATION POOL | — | — | — | $5.9M | 3.7% | |
| FIAM HIGH YIELD BOND COMMINGLED POO | — | — | — | $563K | 0.3% | |
| FIAM FLOATING RATE HIGH INCOME COMM | — | — | — | $443K | 0.3% | |
| FIAM EMERGING MARKETS DEBT COMMINGL | — | — | — | $213K | 0.1% | |
| FIAM GLOBAL CREDIT EX-U.S. HEDGED C | — | — | — | $189K | 0.1% | |
| FIDELITY REAL ESTATE HIGH INCOME FU | — | — | — | $161K | <0.1% |