Spreckels Sugar 401(k) match, vesting and fees
What Spreckels Sugar's 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Spreckels Sugar: employer contribution per participant | $1,414 | |
| Peer median | $1,847 |
| Spreckels Sugar: average balance | $77,189 | |
| Peer median | $65,512 |
| Spreckels Sugar: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.32% |
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 $29.3M at the end of plan year 2021 to $27.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 481 | $27.5M | $503K | $1,414 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 457 | $25.3M | $1.2M | $3,319 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 554 | $22.5M | $555K | $1,434 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 501 | $29.3M | $329K | $979 | 0.10% | Not published | Form 5500 ↗ |
Other Spreckels Sugar plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Spreckels Sugar Company Grain Millers Pension 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 | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Spreckels Sugar Company California Union Employees Pension 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 | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Spreckels Sugar match 401(k) contributions?
The match terms for the Spreckels Sugar Company, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $503K in employer contributions, about $1,414 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spreckels Sugar 401(k) match vested?
The vesting schedule for the Spreckels Sugar Company, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spreckels Sugar 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Spreckels Sugar Company, Inc..
I left Spreckels Sugar. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spreckels Sugar Company, Inc., (320) 329-8305) or the recordkeeper, Principal Life Insurance Company. The Spreckels Sugar old 401(k) page lists the contacts from every plan filing. Find an old Spreckels Sugar 401(k)
Data from the public Form 5500 annual reports Spreckels Sugar 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 Spreckels Sugar. Not financial advice. Report a correction · Methodology