Coast Citrus Distributors 401(k) match, vesting and fees
What Coast Citrus Distributors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pkf San Diego, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Coast Citrus Distributors: employer contribution per participant | $921 | |
| Peer median | $1,216 |
| Coast Citrus Distributors: average balance | $53,067 | |
| Peer median | $50,590 |
| Coast Citrus Distributors: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.8M at the end of plan year 2021 to $12.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 250 | $12.2M | $212K | $921 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 232 | $13.6M | $342K | $1,532 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 224 | $12.3M | $237K | $1,111 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 232 | $12.8M | $289K | $1,368 | 0.25% | Not published | Form 5500 ↗ |
Other Coast Citrus Distributors plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Coast Citrus Distributors Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Pkf San Diego, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Coast Citrus Distributors match 401(k) contributions?
The match terms for the Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $212K in employer contributions, about $921 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Coast Citrus Distributors 401(k) match vested?
The vesting schedule for the Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Coast Citrus Distributors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Coast Citrus Distributors, Inc..
I left Coast Citrus Distributors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Coast Citrus Distributors, Inc., (619) 661-7950) or the recordkeeper, Fidelity Investments Institutional. The Coast Citrus Distributors old 401(k) page lists the contacts from every plan filing. Find an old Coast Citrus Distributors 401(k)
Data from the public Form 5500 annual reports Coast Citrus Distributors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Coast Citrus Distributors. Not financial advice. Report a correction · Methodology