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Original filing (PDF)20250926051120NAL0021061922001
DEIORIO FOODS, INC.
Form 5500
FILING_RECEIVED
DEIORIO FOODS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
238
Accounts w/ balance
242
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2030" is 30% of plan.
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEIORIO FOODS, INC..
Plan sponsor
Name
DEIORIO FOODS, INC.
EIN
15-0591027
Address
2200 BLEECKER STREET · UTICA, NY · 13501
Phone
(315) 624-2719
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | AUDITORS | $5K | — |
Investments
20 direct securities · 1 pooled fund· $5.6M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.3M
20 holdings
Common Collective Trust
$243K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | — | — | — | $1.7M | 27.3% | |
| VAN TARGET RETIRE 2040 | — | — | — | $875K | 14.5% | |
| VAN TARGET RETIRE 2020 | — | — | — | $806K | 13.3% | |
| VAN TARGET RETIRE 2050 | — | — | — | $616K | 10.2% | |
| FID 500 IND | — | — | — | $276K | 4.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $243K | 4.0% | |
| VAN TARGET RETIRE 2035 | — | — | — | $203K | 3.4% | |
| PARTICIPANT LOANS | — | — | — | $200K | 3.3% | |
| VAN TARGET RETIRE 2045 | — | — | — | $189K | 3.1% | |
| VAN TARG RETIRE 2060 | — | — | — | $116K | 1.9% | |
| VAN TARGET RETIRE 2025 | — | — | — | $85K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | — | — | — | $70K | 1.2% | |
| FID MID CAP INDEX | — | — | — | $66K | 1.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | — | — | — | $64K | 1.0% | |
| FID SMALL CAP INDEX | — | — | — | $51K | 0.9% | |
| VAN TARGET RETIRE 2055 | — | — | — | $37K | 0.6% | |
| T ROWE PRICE GLOBAL STOCK I | — | — | — | $7K | 0.1% | |
| VAN TARGET RETIRE INC | — | — | — | $3K | <0.1% | |
| VANGUARD GROWTH INDEX FUND ADM | — | — | — | $2K | <0.1% | |
| PIM LONG TERM CREDIT BD - INST | — | — | — | $2K | <0.1% | |
| VANGUARD BAL IDX - ADM | — | — | — | $168 | <0.1% |