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Original filing (PDF)20250730123152NAL0006629024001
KNOUSE FOODS COOPERATIVE, INC.
Form 5500
FILING_RECEIVED
RETIREMENT SAVINGS AND INVESTMENT PLAN FOR EMPLOYEES OF KNOUSE FOODS COOPERATIVE, INC. COLLECTIVE BARGAINING UNITS
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
479
Accounts w/ balance
485
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOUSE FOODS COOPERATIVE, INC..
Plan sponsor
Name
KNOUSE FOODS COOPERATIVE, INC.
EIN
23-1324775
Address
800 PEACH GLEN IDAVILLE RD. · PEACH GLEN, PA · 17375
Phone
(717) 677-8181
Industry
Manufacturingsee all
Plan administrator
Name
KNOUSE FOODS COOPERATIVE, INC.
EIN
23-1324775
City
PEACH GLEN, PA
Phone
(717) 677-8181
Plan characteristics
Plan number
006
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DOPKINS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $18K | — |
| FIDELITY & RESEARCH COMPANY | 06-1194217 | — | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | — | BOSTON, MA | NONE | $0 | — |
| JP MORGAN INVESTMENT INC | 13-2624428 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| BOSTON TRUST INVESTMENT , INC. | — | BOSTON, MA | NONE | $0 | — |
| GOLDMAN SACHS ASSET LP | 13-4019460 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.