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Original filing (PDF)20251024131108NAL0001771843001
PRO FARM GROUP, INC.
Form 5500
FILING_RECEIVED
PRO FARM GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
182
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRO FARM GROUP, INC..
Plan sponsor
Name
PRO FARM GROUP, INC.
EIN
20-5137161
Address
1530 DREW AVE · DAVIS, CA · 95618
Phone
(530) 750-2800
Industry
Professional & Technical Servicessee 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
2025-10-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $29K | — |
Investments
27 direct securities· $15.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $1.9M | 12.7% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $1.5M | 9.8% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $1.4M | 9.4% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $1.1M | 7.5% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $875K | 5.8% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $806K | 5.3% | |
| Vanguard Strategic EQ Mutual Fund | — | — | — | $689K | 4.5% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $686K | 4.5% | |
| Vanguard VMMR-FED MMKT Mutual Fund | — | — | — | $666K | 4.4% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $615K | 4.1% | |
| Vanguard Wellington Admiral Mutual Fund | — | — | — | $588K | 3.9% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $585K | 3.9% | |
| Vanguard Explorer Admiral Mutual Fund | — | — | — | $547K | 3.6% | |
| Vanguard International Growth Admiral Mutual Fund | — | — | — | $526K | 3.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $434K | 2.9% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $413K | 2.7% | |
| Vanguard Windsor Admiral Mutual Fund | — | — | — | $285K | 1.9% | |
| Vanguard International Value Mutual Fund | — | — | — | $261K | 1.7% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $214K | 1.4% | |
| Vanguard GNMA Admiral Mutual Fund | — | — | — | $179K | 1.2% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $178K | 1.2% | |
| Vanguard Total International STK AD Mutual Fund | — | — | — | $167K | 1.1% | |
| Vanguard Total Bond Market Admiral Mutual Fund | — | — | — | $156K | 1.0% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $154K | 1.0% | |
| Vanguard ST Bond Index Admiral Mutual Fund | — | — | — | $103K | 0.7% | |
| Vanguard Target Retirement Inc Mutual Fund | — | — | — | $30K | 0.2% | |
| BrokerageLink Accounts Participant-Directed Brokerage Accounts | — | — | — | $28K | 0.2% |
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