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Original filing (PDF)20251014191134NAL0004849456004
SUNKIST RETIREMENT BOARD
Form 5500
FILING_RECEIVED
SUNKIST RETIREMENT PLAN - A
Defined-benefit pension plan
Signals · 4
99% in single holding~90 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
130
Accounts w/ balance
—
Plan assets (EOY)
$77.1M
Net assets (EOY)
$77.0M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Investment Trust * US Bank 103‐12 investment entity" is 99% of plan.
- 90 bps in Schedule C fees — 461% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNKIST RETIREMENT BOARD.
Plan sponsor
Name
SUNKIST RETIREMENT BOARD
EIN
95-3007164
Address
27770 N. ENTERTAINMENT DRIVE · VALENCIA, CA · 913551092
Phone
(661) 290-8900
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
SUNKIST GROWERS, INC.
EIN
95-0595000
City
VALENCIA, CA
Phone
(661) 290-8900
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
HUTCHINSON AND BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | DALLAS, TX | NONE | $420K | — |
| SUNKIST GROWERS, INC. | 95-0595000 | VALENCIA, CA | SPONSOR | $138K | — |
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | RELEIGH, NC | NONE | $72K | — |
| 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 | — |
Investments
1 direct security · 1 pooled fund· $75.0M(97% 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.
103-12 Investment Entity
$74.5M
1 holding
Uncategorized
$492K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $492K | $492K | 0.6% |
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