WM. Bolthouse Farms, Inc. DBA Generous Brands 401(k) match, vesting and fees
What WM. Bolthouse Farms, Inc. DBA Generous Brands' 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Bartlett, Pringle & Wolf, 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 54 defined-contribution plans in agriculture, forestry, fishing and hunting with 1,000 to 4,999 participants.
| WM. Bolthouse Farms, Inc. DBA Generous Brands: employer contribution per participant | $2,058 | |
| Peer median | $1,612 |
| WM. Bolthouse Farms, Inc. DBA Generous Brands: average balance | $47,650 | |
| Peer median | $55,989 |
| WM. Bolthouse Farms, Inc. DBA Generous Brands: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.27% |
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 $66.1M at the end of plan year 2021 to $89M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,628 | $89M | $3.8M | $2,058 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 3,160 | $77.6M | $3.6M | $1,447 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 2,784 | $60.9M | $3.3M | $1,639 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 2,510 | $66.1M | $3.2M | $1,558 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does WM. Bolthouse Farms, Inc. DBA Generous Brands match 401(k) contributions?
The match terms for the Bolthouse Farms, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $2,058 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the WM. Bolthouse Farms, Inc. DBA Generous Brands 401(k) match vested?
The vesting schedule for the Bolthouse Farms, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the WM. Bolthouse Farms, Inc. DBA Generous Brands 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Wm. Bolthouse Farms, Inc. DBA Generous Brands.
I left WM. Bolthouse Farms, Inc. DBA Generous Brands. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wm. Bolthouse Farms, Inc. DBA Generous Brands, (661) 366-7209) or the recordkeeper, Empower Annuity Insurance Company. The WM. Bolthouse Farms, Inc. DBA Generous Brands old 401(k) page lists the contacts from every plan filing. Find an old WM. Bolthouse Farms, Inc. DBA Generous Brands 401(k)
Data from the public Form 5500 annual reports WM. Bolthouse Farms, Inc. DBA Generous Brands 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 WM. Bolthouse Farms, Inc. DBA Generous Brands. Not financial advice. Report a correction · Methodology