Blue Diamond Growers Retirement Savings Plan — Form 5500 plan (Blue Diamond Growers)

Plain-English plan 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, Blue Diamond Growers Retirement Savings Plan is a benefit plan reported by Blue Diamond Growers under EIN 94-0355780 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,094 participants and $146,038,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Diamond Growers
EIN
94-0355780
Plan number
004
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
2,094
End-of-year plan assets
$146,038,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,094H, C20240811174955NAL0004777955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$146,038,306
Total liabilities (EOY)
$0
Net assets (EOY)
$146,038,306
Net assets (BOY)
$123,674,153

Income & contributions

Employer contributions
$4,709,128
Participant contributions
$10,723,796
Total contributions
$17,404,494
Total income / additions
$36,964,621

Expenses & distributions

Benefits paid
$14,408,512
Administrative expenses
$182,991
Total expenses
$14,600,468
Net increase / (decrease)
$22,364,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$148,425$02023
Strategic Advisors, Inc.ADVISOR$19,929not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$15,890not reported in the loaded dataset2023

Related Form 5500 pages