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 | RALEIGH, NC | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | DALLAS, TX | NONE | $260K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Intm‐Term Investment ‐Grade Fund Mutual funds | Mutual Funds | — | $1.2M | $1.2M | 40.0% | |
| Vanguard Long‐Term Investment ‐Grade Fund Mutual funds | Mutual Funds | — | $1.1M | $1.1M | 36.4% | |
| iShares 7‐10 Year Treasury Bond Mutual funds | U.S. Treasuries | — | $630K | $586K | 20.2% | |
| First American Government Fund Money market fund | Cash / Money Market | — | $98K | $98K | 3.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 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 | — |
