Kellee Nelson signed Sunkist Growers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunkist Growers, Inc.'s EIN is 95-0595000.
Download the official 2024 Form 5500 (PDF) for Sunkist Growers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunkist Growers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $13K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $17.1M | 14.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $15.2M | 13.0% | |
| DFA U.S. LARGE CAP VALUE Registered Investment Company | Mutual Funds | — | — | $8.0M | 6.9% | |
| AMER FD NEW PERSPECTIVE R4 Registered Investment Company | Common Stocks | — | — | $8.0M | 6.8% | |
| TROWEPRICE RETRMNT 2030 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $7.4M | 6.3% | |
| T ROWE PRICE RET 2030 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $7.4M | 6.3% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $7.3M | 6.2% | |
| DODGE & COX INCOME X Registered Investment Company | Mutual Funds | — | — | $6.4M | 5.5% | |
| ARTISAN MIDCAP INSTL Registered Investment Company | Common Stocks | — | — | $6.1M | 5.3% | |
| TROWEPRICE RETRMNT 2035 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $4.9M | 4.2% | |
| T ROWE PRICE RET 2035 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.9M | 4.2% | |
| TROWEPRICE RETRMNT 2025 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $4.3M | 3.7% | |
| T ROWE PRICE RET 2025 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.3M | 3.7% | |
| FIDELITY MID CAP INDEX Registered Investment Company | Mutual Funds | — | — | $3.9M | 3.4% | |
| TROWEPRICE RETRMNT 2045 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $3.9M | 3.3% | |
| T ROWE PRICE RET 2045 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.3% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | Mutual Funds | — | — | $3.7M | 3.1% | |
| DODGE & COX INTL STOCK X Registered Investment Company | Mutual Funds | — | — | $3.3M | 2.8% | |
| TROWEPRICE RETRMNT 2040 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $2.7M | 2.3% | |
| T ROWE PRICE RET 2040 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.3% | |
| FIDELITY TOTAL INTERN INDEX Registered Investment Company | Mutual Funds | — | — | $2.7M | 2.3% | |
| TROWEPRICE RETRMNT 2055 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $2.1M | 1.8% | |
| T ROWE PRICE RET 2055 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | Bonds / Notes | — | — | $1.9M | 1.6% | |
| WASATCH SMALL CAP GROWTH CIT SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| TROWEPRICE RETRMNT 2020 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $1.7M | 1.4% | |
| T ROWE PRICE RET 2020 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| TROWEPRICE RETRMNT 2050 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| T ROWE PRICE RET 2050 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.2% | |
| DFA US SMALL CAP VALUE PORT Registered Investment Company | Mutual Funds | — | — | $771K | 0.7% | |
| GOLDMAN SACHS GQG PTNR INTL OP Registered Investment Company | Common Stocks | — | — | $525K | 0.4% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $495K | 0.4% | |
| TROWEPRICE RETRMNT 2060 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $478K | 0.4% | |
| T ROWE PRICE RET 2060 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $478K | 0.4% | |
| TROWEPRICE RETRMNT 2010 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $286K | 0.2% | |
| T ROWE PRICE RET 2010 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $286K | 0.2% | |
| TROWEPRICE RETRMNT 2015 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $240K | 0.2% | |
| T ROWE PRICE RET 2015 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $240K | 0.2% | |
| MFS MID CAP VALUE FUND CL CT Common Collective Trust Fund | Common Collective Trusts | — | — | $234K | 0.2% | |
| MFS HTG TR COMP CIT MFS MCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $234K | 0.2% | |
| TROWEPRICE RETRMNT 2065 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $164K | 0.1% | |
| T ROWE PRICE RET 2065 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $164K | 0.1% | |
| TROWEPRICE RETRMNT 2005 TRST K Common Collective Trust Fund | Common Collective Trusts | — | — | $137K | 0.1% | |
| T ROWE PRICE RET 2005 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $137K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
