2023 Form 5500 filing — The Mission Produce, Inc. 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008103525NAL0016457633001) for The Mission Produce, Inc. 401(K) Savings Plan, reported by Mission Produce, Inc. under EIN 95-3847744 and plan number 001. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008103525NAL0016457633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mission Produce, Inc.
- EIN
- 95-3847744
- Plan number
- 001
- Location
- Oxnard, CA
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,770,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,770,551
- Employer contributions
- $1,006,566
- Participant contributions
- $2,136,932
- Total income / additions
- $7,534,967
- Benefits paid
- $2,356,805
- Administrative expenses
- $72,416
- Total expenses
- $2,432,473
- Net increase / (decrease)
- $5,102,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management Inc | ADVISOR | $40,933 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,013 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $10,469 | not reported in the loaded dataset |