Original filing (PDF)20251002121739NAL0000757488001

YODER'S MEATS, INC.

Name: YODER'S MEATS, INC. — YODER'S MEATS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: YODER'S MEATS, INC.

Form 5500

FILING_RECEIVED

YODER'S MEATS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

129

Accounts w/ balance

157

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

How this plan invests

This plan

33 pooled trusts

Schedule D

27 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

Helping the score

Below-peer total fees (1 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YODER'S MEATS, INC..

Plan sponsor

Name

YODER'S MEATS, INC.

EIN

23-1925665

Address

14 SOUTH TOWER ROAD · NEW HOLLAND, PA · 17557

Phone

(171) 735-4474

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee 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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BROWN PLUS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INS. CO. USA	01-0233346	—	RECORDKEEPER	$1K	—
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$25	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY INS SERVICES I	—	NEW YORK, NY	BROKER/ADVISER	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE PARAGON ALLIANCE GROUP LLC	—	SOUDERTON, PA	CONTRACT ADMIN	$40	—

Investments

23 direct securities · 33 pooled funds· $10.4M(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

$9.7M

23 holdings

Pooled Separate Account

$697K

32 holdings

Common Collective Trust

$2K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds American Balanced Mutual Funds	—	—	—	$2.0M	19.4%
Nuveen Large Cap Growth Mutual Funds	—	—	—	$1.8M	17.6%
Fidelity 500 Index Mutual Funds	—	—	—	$1.6M	15.0%
Fidelity Mid Cap Index Mutual Funds	—	—	—	$1.0M	10.0%
EI Fixed Account Guaranteed Investment Contracts	—	—	—	$910K	8.7%
American Funds New Perspective Mutual Funds	—	—	—	$890K	8.6%
CORE PLUS BOND/ PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299	Pooled Separate Account	—	—	$447K	4.3%
Goldman Sachs GQG Ptnrs Intl Mutual Funds ** 680 Goldman Sachs Income Builder Mutual Funds	—	—	—	$375K	3.6%
T. ROWE US MID CAP GRW EQTY(IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848	Pooled Separate Account	—	—	$224K	2.2%
American Funds 2040 Mutual Funds	—	—	—	$208K	2.0%
American Funds 2035 Mutual Funds	—	—	—	$187K	1.8%
Avantis US Small Cap Mutual Funds ** 692 DFA Inflation Protected Securities Mutual Funds	—	—	—	$151K	1.4%
Notes receivable from participants Bearing interest at 4.25%-9.5% -	—	—	—	$92K	0.9%
Fidelity Small Cap Index Mutual Funds	—	—	—	$65K	0.6%
American Funds 2055 Mutual Funds	—	—	—	$57K	0.6%
American Funds 2050 Mutual Funds	—	—	—	$54K	0.5%
American Funds 2020 Mutual Funds	—	—	—	$47K	0.5%
Fidelity International Index Mutual Funds	—	—	—	$41K	0.4%
American Funds 2025 Mutual Funds	—	—	—	$29K	0.3%
American Funds New World Mutual Funds	—	—	—	$27K	0.3%
American Funds 2060 Mutual Funds	—	—	—	$27K	0.3%
American Funds 2065 Mutual Funds	—	—	—	$26K	0.3%
DFA Real Estate Securities Mutual Funds	—	—	—	$26K	0.2%
American Funds 2030 Mutual Funds	—	—	—	$24K	0.2%
AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850	Pooled Separate Account	—	—	$24K	0.2%
American Funds 2045 Mutual Funds	—	—	—	$8K	<0.1%
PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275	Common Collective Trust	—	—	$2K	<0.1%
COLUMBIA DIVIDEND VALUE(IS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785	Pooled Separate Account	—	—	$692	<0.1%
AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
EATON VANCE ATLANTA SMID-CAP JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
PARNASSUS MID CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
REAL EST SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
OAKMARK INTERNATIONAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
TIAA-CREF LARGE-CAP GROWTH IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AF CAPITAL INCOME BUILDER JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AF US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
GUGGENHEIM TOTAL RETURN BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%