Kellee Nelson
Manager, Retirement Services & Plan Administrator
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- Full Name
- Kellee Nelson
- Title
- Manager, Retirement Services & Plan Administrator
- Firm
- Sunkist Growers, Inc. (Sunkist Investment Trust / Sunkist Retirement Plan)
- Firm Type
- Agricultural marketing cooperative — corporate retirement/pension administration (listed in some investor databases as "Angel Investor," see note below)
- Investment Stage
- Seed Round *(per third-party investor-database listing; unverified by any primary source)*
- Location
- Simi Valley / Santa Clarita (Valencia), California, United States
Background
Kellee Nelson is the Manager of Retirement Services at Sunkist Growers, Inc., the Valencia, California–based citrus marketing cooperative owned by roughly 1,000+ citrus growers across California and Arizona. In this role she serves as the Plan Administrator for the company's employee retirement programs, including the Sunkist Retirement Plan – A and the Sunkist Investment Trust, and is the named administrative contact for the Sunkist Growers, Inc. 401(k) plan. Public benefits-filing and QDRO directories (e.g., BrightScope Form 5500 records and QDRO.com) list her as the administrator of record for these plans.
Her work centers on corporate benefits and pension governance: managing the cooperative's defined-benefit and defined-contribution retirement programs, overseeing plan compliance and recordkeeping, and acting as the point of contact for plan participants and qualified domestic relations orders. Sunkist's corporate offices are at 27770 N. Entertainment Drive, Valencia, CA 91355, with a general line in the 661 area code that matches the contact numbers associated with her.
Bloomberg Markets indexes her under the Sunkist Investment Trust, reflecting that the assets she administers are the pooled retirement/pension assets of the cooperative rather than a venture or angel fund. No biographical detail on her education or prior employers could be verified from primary or reputable secondary sources.
Investment Thesis & Focus
- No stated startup-investment thesis could be found. Nelson has not published angel-investing criteria, blog posts, talks, or a portfolio thesis anywhere discoverable on the open web.
- Her professional remit is institutional retirement-plan administration (pension/401(k) governance for Sunkist's investment trust), not early-stage venture capital.
- The "Seed Round" stage and "Angel Investor" role attached to her in aggregator databases are not corroborated by any primary source and should be treated as unverified.
Notable Investments
- None verifiable. No portfolio companies, deals, rounds, or outcomes attributable to Kellee Nelson as an angel investor could be found. The only "investment" entity tied to her name is the Sunkist Investment Trust, which is the cooperative's employee retirement asset pool that she administers — not a venture portfolio.
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