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Original filing (PDF)20251014124703NAL0005998450001
LAMB WESTON, INC.
Form 5500
FILING_RECEIVED
LAMB WESTON, INC. PENSION PLAN FOR PLANT HOURLY EMPLOYEES
Defined-benefit pension plan
Signals · 2
55% in single holding~347 bps in Sched C fees
Active participants
2,271
Accounts w/ balance
—
Plan assets (EOY)
$37.8M
Net assets (EOY)
$36.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Invesco STIT Treasury Portfolio Institutional—PRI Fund" is 55% of plan.
- 347 bps in Schedule C fees — 1096% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAMB WESTON, INC..
Plan sponsor
Name
LAMB WESTON, INC.
EIN
20-8865395
Address
599 S. RIVERSHORE LANE · EAGLE, ID · 83616
Phone
(208) 938-1047
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
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST | 04-1867445 | — | TRUSTEE/RECORDKEEPING | $9K | — |
| COMERICA | 42-1741646 | — | RECORDKEEPING | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | AUDITOR | $20K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC. | 13-2834414 | — | ACTUARY | $1.3M | — |
Investments
4 direct securities · 2 pooled funds· $24.3M(64% 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
$24.3M
4 holdings
Common Collective Trust
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco STIT Treasury Portfolio Institutional—PRI Fund | — | — | $13.4M | $13.4M | 35.5% | |
| Vanguard Long Term Investment Fund | — | — | $10.6M | $10.0M | 26.3% | |
| Vanguard Extended Duration Fund | — | — | $635K | $571K | 1.5% | |
| Cash Equivalents STIF 25 BPS | — | — | $272K | $272K | 0.7% | |
| 20+ YEAR U.S. TREASURY STRIPS INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 038 | Common Collective Trust | — | — | $0 | <0.1% | |
| SUMMIT GLOBAL EQUITY SERIES CIF MERCER STRATEGIC SOLUTIONS, LLC · EIN 90-0904529 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |