The Mission Produce, Inc. 401(K) Savings Plan — Form 5500 plan (Mission Produce, Inc.)
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, The Mission Produce, Inc. 401(K) Savings Plan is a benefit plan reported by Mission Produce, Inc. under EIN 95-3847744 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $27,770,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mission Produce, Inc.
- EIN
- 95-3847744
- Plan number
- 001
- Plan type
- 2
- Location
- Oxnard, CA
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $27,770,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20241008103525NAL0016457633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,770,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,770,551
- Net assets (BOY)
- $22,668,057
Income & contributions
- Employer contributions
- $1,006,566
- Participant contributions
- $2,136,932
- Total contributions
- $3,189,326
- Total income / additions
- $7,534,967
Expenses & distributions
- Benefits paid
- $2,356,805
- Administrative expenses
- $72,416
- Total expenses
- $2,432,473
- Net increase / (decrease)
- $5,102,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management Inc | ADVISOR | $40,933 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,013 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,469 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mission Produce, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oxnard, CA
- Mercer Investment Management Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation