· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROARK ORCHARDS, INC. — ROARK ORCHARDS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250526120357NAL0003764499001
ROARK ORCHARDS, INC.
Form 5500-SF
FILING_RECEIVED
ROARK ORCHARDS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROARK ORCHARDS, INC.
.
Find decision makers
Plan sponsor
Name
ROARK ORCHARDS, INC.
EIN
94-2613079
Address
P.O. BOX 33 · LINDSAY, CA · 93247
Phone
(559) 562-4527
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Name
SANTA BARBARA PENSION CONSULTANTS, INC.
EIN
77-0307834
City
SANTA BARBARA, CA
Phone
(805) 568-3814
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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 providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
HARRIS WOOLF CALIFORNIA ALMONDS
HARRIS WOOLF 401(K) PLAN III
$3.7M · 48 participants
CHIAPPE FARMS, INC.
CHIAPPE FARMS, INC. PROFIT SHARING PLAN
$3.8M · 10 participants
MORADA PRODUCE COMPANY, L.P.
MORADA PRODUCE, LP 401(K) PROFIT SHARING PLAN
$3.8M · 191 participants
WEIBEL INCORPORATED
WEIBEL INCORPORATED 401-K PROFIT SHARING PLAN
$3.7M · 44 participants
GARROD TRUST
GARROD TRUST 401K
$3.8M · 65 participants
100
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.
ELROD FARMING
ELROD FARMING PROFIT SHARING 401(K) PLAN
$3.8M · 9 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
