Kellee Nelson signed Sunkist Retirement Board's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunkist Retirement Board's EIN is 95-3007164.
Download the official 2024 Form 5500 (PDF) for Sunkist Retirement Board from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunkist Retirement Board's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | RELEIGH, NC | NONE | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | DALLAS, TX | NONE | $420K |
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 | |||||
|---|---|---|---|---|---|---|
| SUNKIST INVESTMENT TRUST SUNKIST GROWERS, INC. · EIN 46-7127838 / PN 001 | 103-12 Investment Entity | — | $74.0M | $74.5M | 96.7% | |
| Money Market Fund First American Government Fund Federal Money Market | Cash / Money Market | — | $492K | $492K | 0.6% |
| — |
| SUNKIST GROWERS, INC. | 95-0595000 | VALENCIA, CA | SPONSOR | $138K | — |
| HUTCHINSON AND BLOODGOOD LLP | 95-0858589 | GLENDALE, CA | NONE | $31K | — |
| TRUCKER HUSS | 94-3216063 | SAN FRANCISCO, CA | NONE | $20K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | LOS ANGELES, CA | NONE | $10K | — |
