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Original filing (PDF)20250929101609NAL0015036051001
FARMERS GRAIN TERMINAL INC
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
148
Accounts w/ balance
186
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FARMERS GRAIN TERMINAL INC.
Plan sponsor
Name
FARMERS GRAIN TERMINAL INC
EIN
23-7033852
Address
P O BOX 1796 · GREENVILLE, MS · 38702
Phone
(662) 332-0987
Industry
Manufacturingsee 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
2025-09-29
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
HCJ CPAS & ADVISORS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $46K | — |
| AGRI-INVEST, LLC | 16-1558455 | — | NONE | $11K | — |
Investments
22 direct securities · 1 pooled fund· $14.6M(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
$14.6M
22 holdings
Common Collective Trust
$75K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Value of Interest in Registered Inst Investment Companies | — | — | — | $2.4M | 16.8% | |
| Vanguard Small Cap Institutional Value of Interest in Registered Plus Investment Companies | — | — | — | $1.7M | 11.9% | |
| Vanguard Total Intl Stock Index Value of Interest in Registered Fund Institutional Plus Investment Companies | — | — | — | $1.5M | 10.5% | |
| PIMCO Total Return Instl Value of Interest in Registered Investment Companies | — | — | — | $1.2M | 8.5% | |
| Vanguard Total Bond Market Value of Interest in Registered Index Adm Investment Companies | — | — | — | $909K | 6.3% | |
| Vanguard International Growth Value of Interest in Registered Adm Investment Companies | — | — | — | $636K | 4.4% | |
| Vanguard Windsor II Admiral Value of Interest in Registered Investment Companies | — | — | — | $507K | 3.5% | |
| Vanguard Inflation-Protected Value of Interest in Registered Secs I Investment Companies | — | — | — | $492K | 3.4% | |
| Allspring Special Small Cap Value of Interest in Registered Value Inst Investment Companies | — | — | — | $476K | 3.3% | |
| MainStay Large Cap Growth R6 Value of Interest in Registered Investment Companies | — | — | — | $441K | 3.0% | |
| Pacific Life Insurance Guaranteed Interest | — | — | — | $438K | 3.0% | |
| Vanguard Wellington Admiral Value of Interest in Registered Investment Companies | — | — | — | $431K | 3.0% | |
| JPMorgan Mid Cap Value R6 Value of Interest in Registered Investment Companies | — | — | — | $427K | 2.9% | |
| Vanguard Explorer Admiral Value of Interest in Registered Investment Companies | — | — | — | $426K | 2.9% | |
| American General Life Insurance Guaranteed Interest | — | — | — | $422K | 2.9% | |
| The Prudential Life Insurance Company of America Guaranteed Interest | — | — | — | $420K | 2.9% | |
| Transamerica Guaranteed Interest | — | — | — | $392K | 2.7% | |
| Dodge & Cox International Stock Value of Interest in Registered Fund Class X Investment Companies | — | — | — | $389K | 2.7% | |
| Participant Loans Secured by Vested Benefits with Interest Rates of 4.25% to 9.50% - | — | — | — | $321K | 2.2% | |
| Artisan International Institutional Value of Interest in Registered Investment Companies | — | — | — | $312K | 2.2% | |
| T. Rowe Price Mid-Cap Growth Value of Interest in Registered Investment Companies | — | — | — | $137K | 0.9% | |
| SHORT-TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $75K | 0.5% | |
| Wells Fargo Short Term Investment Value of Funds Held in a Sponsored Fund Collective Trust | — | — | — | $60K | 0.4% |
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