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Original filing (PDF)20251014191134NAL0004849456005
SUNKIST RETIREMENT BOARD
Form 5500
FILING_RECEIVED
SUNKIST RETIREMENT PLAN N
Defined-benefit pension plan
Signals · 2
40% in single holding~1319 bps in Sched C fees
Active participants
15
Accounts w/ balance
—
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Intm‐Term Investment ‐Grade Fund Mutual funds" is 40% of plan.
- 1319 bps in Schedule C fees — 2436% above peer band of 52 bps.
- 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. KELLEE NELSON
EIN
95-0595000
City
VALENCIA, CA
Phone
(661) 290-8900
Plan characteristics
Plan number
335
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)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | DALLAS, TX | NONE | $260K | — |
| SUNKIST GROWERS, INC. | 95-0595000 | VALENCIA, CA | SPONSOR | $43K | — |
| TRUCKER HUSS | 94-3216063 | — | NONE | $41K | — |
| HUTCHINSON AND BLOODGOOD LLP | 95-0858589 | GLENDALE, CA | NONE | $31K | — |
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | RALEIGH, NC | NONE | $8K | — |
Investments
4 direct securities· $2.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Intm‐Term Investment ‐Grade Fund Mutual funds | — | — | $1.2M | $1.2M | 40.0% | |
| Vanguard Long‐Term Investment ‐Grade Fund Mutual funds | — | — | $1.1M | $1.1M | 36.4% | |
| iShares 7‐10 Year Treasury Bond Mutual funds | — | — | $630K | $586K | 20.2% | |
| First American Government Fund Money market fund | — | — | $98K | $98K | 3.4% |
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