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BAR 20 DAIRY LLC — BAR 20 PENSION PROFIT SHARING - 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251002111727NAL0000363441001
BAR 20 DAIRY LLC
Form 5500-SF
FILING_RECEIVED
BAR 20 PENSION PROFIT SHARING - 401(K) PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
57
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BAR 20 DAIRY LLC
.
Find decision makers
Plan sponsor
Name
BAR 20 DAIRY LLC
EIN
20-2670418
Address
250 E. BELMONT AVENUE · FRESNO, CA · 93701
Phone
(559) 457-4656
Industry
Agriculture, Forestry, Fishing, Hunting
see 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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SOARING EAGLE DAIRY, LLC
SOARING EAGLE DAIRY, LLC 401(K) PLAN
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 28 participants
MAURICE H. ECKERT & SONS, INC.
MAURICE H. ECKERT & SONS, INC. PROFIT SHARING PLAN
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