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Original filing (PDF)20250908154534NAL0032856304001
LAMB WESTON, INC.
Form 5500
FILING_RECEIVED
LAMB WESTON, INC. 401(K) PLAN FOR PLANT HOURLY EMPLOYEES
401(k) retirement plan
Active participants
5,240
Accounts w/ balance
5,756
Plan assets (EOY)
$253.5M
Net assets (EOY)
$253.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 128% above peer band of 10 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $455K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $53K | — |
| MERCER INVESTMENTS LLC | 13-2834414 | — | INVESTMENT ADVISOR | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | AUDITOR/ACCOUNTANT | $14K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | LEGAL | $11K | — |
Investments
13 direct securities · 13 pooled funds· $252.9M(100% 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.
Common Collective Trust
$172.2M
13 holdings
Uncategorized
$80.7M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity* FID 500 INDEX | — | — | — | $26.4M | 10.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $23.7M | 9.3% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $21.2M | 8.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.7M | 7.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $16.6M | 6.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.4M | 6.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $15.4M | 6.1% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $15.3M | 6.0% | |
| Notes receivable from participants* Interest rates 4.25% to 9.50%, maturing 2025 to 2034 | — | — | — | $15.2M | 6.0% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $14.2M | 5.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $11.0M | 4.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $9.5M | 3.7% | |
| Fidelity* FID LG CAP GR IDX | — | — | — | $8.7M | 3.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.5% | |
| Vanguard VANG EXT MKT IDX INS | — | — | — | $5.9M | 2.3% | |
| Vanguard VANG EQUITY INC ADM | — | — | — | $5.6M | 2.2% | |
| Fidelity* FID US BOND IDX | — | — | — | $5.5M | 2.2% | |
| Vanguard VANG INTL GROWTH ADM | — | — | — | $4.2M | 1.7% | |
| Baird AGGR BOND INST | — | — | — | $3.1M | 1.2% | |
| Fidelity* FID TOTAL INTL IDX | — | — | — | $2.1M | 0.8% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.7% | |
| Fidelity* FID GOVT MMKT | — | — | — | $1.4M | 0.5% | |
| Fidelity* FID INFL PR BD IDX | — | — | — | $1.1M | 0.4% | |
| Vanguard INTL VALUE | — | — | — | $1.0M | 0.4% | |
| Black Rock BR ADV SM CAP CORE K | — | — | — | $396K | 0.2% |