2023 Form 5500 filing — Blue Diamond Growers Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240811174955NAL0004777955001) for Blue Diamond Growers Retirement Savings Plan, reported by Blue Diamond Growers under EIN 94-0355780 and plan number 004. It reports 2,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240811174955NAL0004777955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Diamond Growers
- EIN
- 94-0355780
- Plan number
- 004
- Location
- Sacramento, CA
- Participants
- 2,094
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,038,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,038,306
- Employer contributions
- $4,709,128
- Participant contributions
- $10,723,796
- Total income / additions
- $36,964,621
- Benefits paid
- $14,408,512
- Administrative expenses
- $182,991
- Total expenses
- $14,600,468
- Net increase / (decrease)
- $22,364,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $148,425 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $19,929 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $15,890 | not reported in the loaded dataset |