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Original filing (PDF)20250908154636NAL0019603729001
LAMB WESTON, INC.
Form 5500
FILING_RECEIVED
LAMB WESTON, INC. 401(K) PLAN FOR SALARIED AND HOURLY EMPLOYEES
401(k) retirement plan
Active participants
1,967
Accounts w/ balance
2,458
Plan assets (EOY)
$444.2M
Net assets (EOY)
$444.2M
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)
100
/ 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
100
Vendor stack
100
Participation health
100
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
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 | $136K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $165K | — |
| MERCER INVESTMENTS LLC | 13-2834414 | — | INVESTMENT ADVISOR | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT/AUDITOR | $15K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | ATTORNEY/LEGAL | $10K | — |
Investments
13 direct securities · 13 pooled funds· $444.2M(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.
Uncategorized
$242.0M
13 holdings
Common Collective Trust
$202.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity* FID 500 INDEX | — | — | — | $67.2M | 15.1% | |
| Fidelity* FID LG CAP GR IDX | — | — | — | $52.1M | 11.7% | |
| Vanguard VANG EXT MKT IDX INS | — | — | — | $29.4M | 6.6% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.7M | 6.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $28.0M | 6.3% | |
| Vanguard VANG EQUITY INC ADM | — | — | — | $26.7M | 6.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.2M | 5.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $23.3M | 5.2% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $22.5M | 5.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $21.2M | 4.8% | |
| Vanguard VANG INTL GROWTH ADM | — | — | — | $15.3M | 3.4% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $14.1M | 3.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $13.8M | 3.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.0M | 2.7% | |
| Fidelity* FID TOTAL INTL IDX | — | — | — | $10.8M | 2.4% | |
| Baird AGGR BOND INST | — | — | — | $9.5M | 2.1% | |
| Fidelity* FID US BOND IDX | — | — | — | $8.0M | 1.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.3M | 1.6% | |
| Vanguard INTL VALUE | — | — | — | $7.2M | 1.6% | |
| Notes receivable from participants* Interest rates 4.25% to 9.50%, maturing 2025 to 2034 | — | — | — | $6.0M | 1.3% | |
| Fidelity* FID INFL PR BD IDX | — | — | — | $4.5M | 1.0% | |
| Black Rock BR ADV SM CAP CORE K | — | — | — | $3.8M | 0.9% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.5% | |
| Fidelity* FID GOVT MMKT | — | — | — | $1.5M | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $140K | <0.1% |