Original filing (PDF)20251014175217NAL0001726243001

FARMERS UNION INDUSTRIES, LLC

Name: FARMERS UNION INDUSTRIES, LLC — FARMERS UNION INDUSTRIES, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: FARMERS UNION INDUSTRIES, LLC

Form 5500

FILING_RECEIVED

FARMERS UNION INDUSTRIES, LLC RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

70% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$43.4M

Net assets (EOY)

$43.4M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FARMERS UNION INDUSTRIES, LLC.

Plan sponsor

Name

FARMERS UNION INDUSTRIES, LLC

EIN

20-3001031

Address

BOX 319 · REDWOOD FALLS, MN · 56283

Phone

(507) 637-2938

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CARLSONSV, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER SMITH	13-5674085	—	BROKERAGE	$319K	—
MERRILL LYNCH, PIERCE, FENNER SMITH	13-5674085	—	BROKERAGE	$0	—

Investments

6 direct securities· $43.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Value of Interest in Corporate Stocks	—	—	$19.5M	$30.3M	69.9%
Value of Interest in U.S. Government Securities	—	—	$5.5M	$5.1M	11.8%
Value of Interest in Money Funds	—	—	$3.0M	$3.0M	6.8%
Value of Interest in Registered Investment Companies	—	—	$2.6M	$2.3M

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