Original filing (PDF)20260108113523NAL0008764017001

OCEAN MIST FARMS

Name: OCEAN MIST FARMS — CALIFORNIA ARTICHOKE & VEGETABLE GROWERS CORPORATION DBA OCEAN MIST FARMS 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OCEAN MIST FARMS

Form 5500

FILING_RECEIVED

CALIFORNIA ARTICHOKE & VEGETABLE GROWERS CORPORATION DBA OCEAN MIST FARMS 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

277

Accounts w/ balance

337

Plan assets (EOY)

$40.4M

Net assets (EOY)

$40.4M

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEAN MIST FARMS.

Plan sponsor

Name

OCEAN MIST FARMS

EIN

94-0355910

Address

10855 OCEAN MIST PARKWAY · SUITE A · CASTROVILLE, CA · 950121247

Phone

(831) 633-2144

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-08

Pension benefit codes

2K · 401(m) arrangement

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3F · Sponsor used leased employees

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW	33-0818667	—	CONSULTANT	$20K	—
MOSS ADAMS LLP

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

30 direct securities · 1 pooled fund· $40.4M(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.

Other securities

$40.1M

30 holdings

Common Collective Trust

$377K

1 holding

					% of plan
Fidelity Freedom 2030 K6 Fund Mutual Fund	Other securities	—	—	$4.7M	11.7%
Fidelity Freedom 2025 K6 Fund Mutual Fund	Other securities	—	—	$4.4M	10.8%
Fidelity Freedom 2035 K6 Fund Mutual Fund	Other securities	—	—	$4.0M	9.9%
Fidelity Freedom 2045 K6 Fund Mutual Fund	Other securities	—	—	$3.4M	8.4%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$3.1M	7.6%
Fidelity Freedom 2040 K6 Fund Mutual Fund	Other securities	—	—	$2.2M	5.5%
Fidelity Grow th Company K Fund Mutual Fund	Other securities	—	—	$2.2M	5.4%
Fidelity Freedom 2050 K6 Fund Mutual Fund	Other securities	—	—	$1.7M	4.1%
Fidelity Freedom 2055 K6 Fund Mutual Fund	Other securities	—	—	$1.6M	4.0%
Fidelity Contrafund K6 Fund Mutual Fund	Other securities	—	—	$1.6M	3.9%
Fidelity US Bond Index Fund Mutual Fund	Other securities	—	—	$1.5M	3.7%
Fidelity Freedom 2020 K6 Fund Mutual Fund	Other securities	—	—	$1.3M	3.2%
Fidelity Freedom 2015 K6 Fund Mutual Fund	Other securities	—	—	$1.3M	3.2%
Fidelity Global Ex U.S. Index Fund Mutual Fund	Other securities	—	—	$1.0M	2.5%
JP Morgan Core Bond R6 Mutual Fund	Other securities	—	—	$841K	2.1%
AF Europac Grow th R6 Fund Mutual Fund	Other securities	—	—	$732K	1.8%
Fidelity Extended Mkt Index Fund Mutual Fund	Other securities	—	—	$723K	1.8%
Fidelity Freedom Income K6 Fund Mutual Fund	Other securities	—	—	$641K	1.6%
Putnam Large Cap Value R6 Fund Mutual Fund	Other securities	—	—	$572K	1.4%
AS SPL Mid Cap Value R6 Fund Mutual Fund	Other securities	—	—	$549K	1.4%
maturing through April 2030 -0-	Other securities	—	—	$421K	1.0%
PIF Small Cap R6 Fund Mutual Fund	Other securities	—	—	$407K	1.0%
Fidelity Freedom 2060 K6 Fund Mutual Fund	Other securities	—	—	$381K	0.9%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$377K	0.9%
Fidelity Balanced K Fund Mutual Fund	Other securities	—	—	$299K	0.7%
MFS Mid Cap Grow th R6 Fund Mutual Fund	Other securities	—	—	$298K	0.7%
Fidelity Freedom 2065 K6 Fund Mutual Fund	Other securities	—	—	$127K	0.3%
PIMCO High Yield Inst Fund Mutual Fund	Other securities	—	—	$85K	0.2%
Fidelity Small Cap Index Fund Mutual Fund	Other securities	—	—	$25K	<0.1%
Fidelity Freedom 2010 K6 Fund Mutual Fund	Other securities	—	—	$15K	<0.1%
Fidelity Freedom 2070 K6 Fund Mutual Fund	Other securities	—	—	$4K	<0.1%