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Original filing (PDF)20251013171005NAL0000859859001
BEAUMONT JUICE, INC. DBA PERRICONE JUICES
Form 5500
FILING_RECEIVED
PERRICONE JUICES 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
~94 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
319
Accounts w/ balance
369
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 94 bps in Schedule C fees — 225% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAUMONT JUICE, INC. DBA PERRICONE JUICES.
Plan sponsor
Name
BEAUMONT JUICE, INC. DBA PERRICONE JUICES
EIN
95-4509525
Address
550 B STREET · BEAUMONT, CA · 92223
Phone
(951) 769-7171
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
MOSS ADAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $116K | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| ALLIANZ FUNDS | 02-0639354 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON FUNDS | 13-2670991 | — | NONE | $0 | — |
Investments
27 direct securities· $11.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 ADV | — | — | — | $1.7M | 13.6% | |
| T. ROWE PRICE RETIREMENT 2035 ADV | — | — | — | $1.6M | 12.9% | |
| T. ROWE PRICE RETIREMENT 2025 ADV | — | — | — | $1.4M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2045 ADV | — | — | — | $1.0M | 8.3% | |
| T. ROWE PRICE RETIREMENT 2030 ADV | — | — | — | $972K | 7.9% | |
| T. ROWE PRICE RETIREMENT 2055 ADV | — | — | — | $758K | 6.2% | |
| T. ROWE PRICE RETIREMENT 2050 ADV | — | — | — | $712K | 5.8% | |
| T. ROWE PRICE RETIREMENT 2060 ADV | — | — | — | $450K | 3.7% | |
| PARTICIPANT LOANS | — | — | — | $449K | 3.7% | |
| ISHARES S&P 500 INDEX A | — | — | — | $431K | 3.5% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | — | — | — | $364K | 3.0% | |
| T. ROWE PRICE RETIREMENT 2065 ADV | — | — | — | $329K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2020 ADV | — | — | — | $299K | 2.4% | |
| PIMCO INCOME A | — | — | — | $261K | 2.1% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX A | — | — | — | $184K | 1.5% | |
| BLACKROCK MID-CAP GROWTH EQUITY INV A | — | — | — | $162K | 1.3% | |
| MFS VALUE R3 | — | — | — | $161K | 1.3% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX A | — | — | — | $123K | 1.0% | |
| T. ROWE PRICE BLUE CHIP GROWTH ADV | — | — | — | $106K | 0.9% | |
| ISHARES RUSSELL MID-CAP INDEX INV A | — | — | — | $99K | 0.8% | |
| T. ROWE PRICE STABLE VALUE COMMON TR H | — | — | — | $78K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2005 ADV | — | — | — | $62K | 0.5% | |
| MFS INTL DIVERSIFICATION R3 | — | — | — | $57K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 ADV | — | — | — | $42K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 ADV | — | — | — | $20K | 0.2% | |
| FRANKLIN SMALL CAP GROWTH A | — | — | — | $14K | 0.1% | |
| ISHARES U.S. AGGREGATE BOND INDEX A | — | — | — | $4K | <0.1% |