Form 5500 Search
Back to filter
Original filing (PDF)20251013093730NAL0001617280001

GODSHALL'S QUALITY MEATS

Form 5500
FILING_RECEIVED
GODSHALL'S QUALITY MEATS EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
94% in single holding95% employer stockNo recordkeeper disclosed
Active participants
287
Accounts w/ balance
438
Plan assets (EOY)
$78.2M
Net assets (EOY)
$37.7M
How this plan invests
This plan
73 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "Godshall's Quality * Meats, Inc. Shares of Common Stock" is 94% of plan.
  • 95% of plan in employer / sponsor stock.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GODSHALL'S QUALITY MEATS.
Plan sponsor
Name
GODSHALL'S QUALITY MEATS
EIN
23-2267598
Address
—
Phone
(215) 256-8867
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
2025-10-13
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
DUNLAPSLK, PC
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
VALUE MANAGEMENT INC23-2639318—VALUATION SERVICES$67K—

Investments

69 direct securities· $77.7M(99% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Godshall's Quality * Meats, Inc. Shares of Common Stock——$53.7M$73.3M93.7%
PIMCO GNMA and Government Secs Instl——$513K$494K0.6%
Columbia Strategic Income Inst 2——$419K$417K0.5%
Lord Abbott Income I——$384K$377K0.5%
Charles Schwab Money Fund - Schwab Government Money——$234K$234K0.3%
JP Morgan Equity Premium Income ETF——$214K$221K0.3%
PGIM Securitized Credit Z——$208K$210K0.3%
Blackrock Floating Rate Income Instl——$201K$202K0.3%
Eaton Vance Strategic Income Class 1——$203K$201K0.3%
Lord Abbott Short Duration Income I——$168K$165K0.2%
Vanguard Mid Cap Growth ETF——$90K$121K0.2%
Vanguard Russell 2000 Growth ETF——$89K$116K0.1%
JP Morgan NASDAQ EQT——$108K$113K0.1%
Vanguard Mid Cap Value ETF——$87K$105K0.1%
Janus Henderson AAA CLO——$101K$101K0.1%
Vanguard Russell 2000 Value ETF——$83K$101K0.1%
Morgan Stanley - 4.55%, due 04/13/26——$100K$101K0.1%
Bank of America - 5.10%, due 4/4/2025——$100K$100K0.1%
Lord Abbott Bond - Debenture A——$102K$99K0.1%
Buffalo International——$91K$91K0.1%
Morgan Stanley - due 10/20/25——$60K$61K<0.1%
Barclays Bank - due 07/28/25——$50K$50K<0.1%
CFG Community Bank - due 3/11/26——$50K$50K<0.1%
Vanguard Energy ETF——$40K$42K<0.1%
Broadcom, Inc. Shares of Common Stock——$8K$35K<0.1%
Netflix, Inc. Shares of Common Stock——$8K$31K<0.1%
Generac Holding, Inc. Shares of Common Stock——$18K$19K<0.1%
Caterpillar, Inc. Shares of Common Stock——$9K$18K<0.1%
Truist Finl Corp Shares of Common Stock——$16K$17K<0.1%
Packaging Corp of Am. Shares of Common Stock——$11K$17K<0.1%
Prudential Finl Shares of Common Stock——$11K$15K<0.1%
Alliant Energy Corp Shares of Common Stock——$13K$15K<0.1%
Allstate Corp Shares of Common Stock——$9K$14K<0.1%
M D U Resources Grp Shares of Common Stock——$11K$14K<0.1%
Costar Group Inc. Shares of Common Stock——$14K$14K<0.1%
Alphabet, Inc. Shares of Common Stock——$9K$14K<0.1%
Citigroup, Inc. Shares of Common Stock——$10K$14K<0.1%
Paychex, Inc. Shares of Common Stock——$12K$14K<0.1%
Sol Ventum Cor[ Shares of Common Stock——$14K$14K<0.1%
Motorola Solutions Shares of Common Stock——$7K$14K<0.1%
Crown Castle Inc. Real Estate Investment Trust——$16K$14K<0.1%
NVIDIA Corp Shares of Common Stock——$11K$13K<0.1%
Salesforce, Inc. Shares of Common Stock——$8K$13K<0.1%
Adobe, Inc. Shares of Common Stock——$12K$13K<0.1%
Everus Constr Group, Inc. Shares of Common Stock——$9K$13K<0.1%
Newmont Corp Shares of Common Stock——$14K$13K<0.1%
Visa, Inc. Shares of Common Stock——$8K$13K<0.1%
Apple, Inc. Shares of Common Stock——$8K$13K<0.1%
NTNL Fuel Gas Co. Shares of Common Stock——$12K$12K<0.1%
Johnson Controls Inter Shares of Common Stock——$8K$12K<0.1%
Rio Tinto PLC Shares of Common Stock——$14K$12K<0.1%
Gilead Sciences, Inc. Shares of Common Stock——$8K$12K<0.1%
Whirlpool Corp Shares of Common Stock——$15K$11K<0.1%
FedEx Corp Shares of Common Stock——$8K$11K<0.1%
IBM Corp Shares of Common Stock——$7K$11K<0.1%
Cisco Systems, Inc. Shares of Common Stock——$8K$10K<0.1%
Knife Riv Corp Shares of Common Stock——$4K$10K<0.1%
Verizon Communications Shares of Common Stock——$10K$10K<0.1%
Kimberly Clark Corp Shares of Common Stock——$10K$10K<0.1%
Charles Schwab Interest Bearing Cash- Sweep Account——$10K$10K<0.1%
American Tower Corp Real Estate Investment Trust——$10K$9K<0.1%
Marketable Securities Abbvie, Inc. Shares of Common Stock——$7K$9K<0.1%
Veeva Systems, Inc. Shares of Common Stock——$7K$8K<0.1%
Medtronic Plc Shares of Common Stock——$9K$8K<0.1%
EOG Resources, Inc. Shares of Common Stock——$6K$7K<0.1%
Sonoco Products Co Shares of Common Stock——$8K$6K<0.1%
Dow, Inc. Shares of Common Stock——$8K$6K<0.1%
Microchip Technology Shares of Common Stock——$7K$6K<0.1%
LyondellBasell Inds Shares of Common Stock——$6K$6K<0.1%