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Original filing (PDF)20251015091650NAL0008803154001
ALL AMERICAN DAIRY PRODUCTS, INC.
Form 5500
FILING_RECEIVED
ALL AMERICAN DAIRY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
154
Accounts w/ balance
124
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL AMERICAN DAIRY PRODUCTS, INC..
Plan sponsor
Name
ALL AMERICAN DAIRY PRODUCTS, INC.
EIN
04-3592194
Address
35 THOUSAND OAKS BOULEVARD · MORGANTOWN, PA · 19543
Phone
(610) 286-0640
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCOTT L FRANKENFIELD CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $586 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-2746212 | SPRINGFIELD, MA | INVESTMENT MANAGEMENT | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTIC PENSION SERVICES, INC. | 23-2942715 | KENNETT SQUARE, PA | PLAN ADMINISTRATOR | $4K | — |
Insurance
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | INSURANCE SERVICES | $586 | — |
| MML INSURANCE AGENCY, LLC | 04-1590850 | SPRINGFIELD, MA | INSURANCE SERVICES | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID--COMPREHENSIVE | 26-2409128 | SHAWNEE MISSION, KS | SERVICE PROVIDER | $2K | — |
Investments
25 direct securities· $4.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan LgCp Grw Fnd R6 Mutual Fund | — | — | — | $827K | 18.5% | |
| MyCompass Ind Agg 2045 Fd R Mutual Fund | — | — | — | $575K | 12.9% | |
| Vangrd Large-Cap Index Fd Adm Mutual Fund | — | — | — | $457K | 10.2% | |
| TRwPr Mid-Cap Value Fund I Mutual Fund | — | — | — | $323K | 7.2% | |
| MyCompass Ind Mod Ret Fd R Mutual Fund | — | — | — | $280K | 6.3% | |
| MyCompass Ind Agg 2055 Fd R Mutual Fund | — | — | — | $273K | 6.1% | |
| Vangrd Dev Mkts Index Fd Adm Mutual Fund | — | — | — | $225K | 5.0% | |
| John Hanck Disciplined Vl F R6 Mutual Fund | — | — | — | $208K | 4.7% | |
| MyCompass Ind Agg 2035 Fd R Mutual Fund | — | — | — | $205K | 4.6% | |
| Amer Fnds Bond Fnd Amer R6 Mutual Fund | — | — | — | $191K | 4.3% | |
| Fidelity Adv Sm Cp Growth Fd Z Mutual Fund | — | — | — | $161K | 3.6% | |
| Participants' Account Balances as Collateral | — | — | — | $161K | 3.6% | |
| MyCompass Ind Mod 2035 Fd R Mutual Fund | — | — | — | $106K | 2.4% | |
| MFS Mid Cap Growth Fd R6 Mutual Fund | — | — | — | $78K | 1.8% | |
| Loomis Sayles Ltd Tm Gv&Agcy N Mutual Fund | — | — | — | $65K | 1.5% | |
| Fidelity Adv Intl Cap Appr Z Mutual Fund | — | — | — | $63K | 1.4% | |
| Voya Fixed Account (4450) Guaranteed Investment Contract | — | — | — | $56K | 1.3% | |
| MyCompass Ind Agg 2065 Fd R Mutual Fund | — | — | — | $35K | 0.8% | |
| Fidelity Emerging Markets Fd K Mutual Fund | — | — | — | $35K | 0.8% | |
| MyCompass Ind Mod 2055 Fd R Mutual Fund | — | — | — | $25K | 0.5% | |
| PIMCO RAE US Small Ins Mutual Fund | — | — | — | $22K | 0.5% | |
| Vangrd Mid-Cap Index Fund Adm Mutual Fund | — | — | — | $20K | 0.4% | |
| Amer Fnds Hi-Income Tr R6 Mutual Fund | — | — | — | $18K | 0.4% | |
| PIMCO Income Fund Ins Mutual Fund | — | — | — | $3K | <0.1% | |
| John Hanck Disp Val Intl F R6 Mutual Fund | — | — | — | $2K | <0.1% |