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Original filing (PDF)20251014163804NAL0004546080001
D. F. STAUFFER BISCUIT COMPANY, INC
Form 5500
FILING_RECEIVED
STAUFFER BISCUIT COMPANY PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holding~148 bps in Sched C fees14 service providers
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
75
Participation health
100
Knocking points off
- Top holding "Money Market Fund Goldman Sachs Goldman Sachs Financial Square Treasury Obligation MMF 468" is 100% of plan.
- 148 bps in Schedule C fees — 411% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D. F. STAUFFER BISCUIT COMPANY, INC.
Plan sponsor
Name
D. F. STAUFFER BISCUIT COMPANY, INC
EIN
23-1341694
Address
P.O. BOX 12002 · YORK, PA · 174020672
Phone
(717) 843-9016
Industry
Manufacturingsee all
Plan administrator
Name
D. F. STAUFFER BISCUIT COMPANY, INC
EIN
23-1341694
City
YORK, PA
Phone
(717) 843-9016
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
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON FINANCIAL ADVISORS | 23-3037647 | — | NONE | $126K | — |
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $108K | — |
| FEDERATED INVESTORS FUND | — | PITTSBURGH, PA | NONE | $10K | — |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | 13-4019460 | — | NONE | $0 | — |
| GQG PARTNERS LLC | — | KANSAS CITY, MO | NONE | $0 | — |
| JOHN HANCOCK INVESTMENT MANAGEMENT | 04-3483032 | — | NONE | $0 | — |
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1520346 | — | NONE | $0 | — |
| J.P. MORGAN INVESTMENT MANAGEMENT, | 13-2624428 | — | NONE | $0 | — |
| FEDERATED INVESTMENT MANAGEMENT COM | 25-1111467 | — | NONE | $0 | — |
| PACIFIC INVESTMENT MANAGEMENT COMPA | 95-2632339 | — | NONE | $0 | — |
| T. ROWE PRICE ASSOCIATES, INC. | 52-2264646 | — | NONE | $0 | — |
| FIRST TRUST ADVISORS L.P. | — | WHEATON, IL | NONE | $0 | — |
| BLACKROCK FUNDS | — | WESTBOROUGH, MA | NONE | $0 | — |
| SPDR STATE STREET GLOBAL ADVISORS | — | BOSTON, MA | NONE | $0 | — |
Investments
1 direct security· $16.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Fund Goldman Sachs Goldman Sachs Financial Square Treasury Obligation MMF 468 | — | — | $16.4M | $16.4M | 99.6% |