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Original filing (PDF)20251014144845NAL0001529987001
FIVE RIVERS CATTLE FEEDING, LLC
Form 5500
FILING_RECEIVED
FIVE RIVERS CATTLE FEEDING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
622
Accounts w/ balance
503
Plan assets (EOY)
$35.8M
Net assets (EOY)
$35.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIVE RIVERS CATTLE FEEDING, LLC.
Plan sponsor
Name
FIVE RIVERS CATTLE FEEDING, LLC
EIN
26-0111691
Address
4848 THOMPSON PARKWAY SUITE 410 · JOHNSTOWN, CO · 80534
Phone
(970) 939-1780
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COKER AND COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
Investments
26 direct securities · 1 pooled fund· $36.5M(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
$35.8M
26 holdings
Pooled Separate Account
$679K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.7M | 13.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.1M | 8.7% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.1M | 8.5% | |
| EAIC Guaranteed Interest Fund | — | — | — | $2.7M | 7.6% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $2.7M | 7.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.4M | 6.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $2.2M | 6.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.5M | 4.1% | |
| Participant loans*** * Participants 4.25%-9.50%; maturing through 2033 | — | — | — | $1.5M | 4.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $1.3M | 3.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $1.3M | 3.7% | |
| Metropolitan West Metropolitan West Total Return Bond Plan Fund | — | — | — | $1.3M | 3.6% | |
| Principal Large Cap Growth I Institutional Fund | — | — | — | $1.3M | 3.6% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $1.1M | 3.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.1M | 3.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $752K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $706K | 2.0% | |
| EAIC Capital Group EuroPacific Growth SA | — | — | — | $679K | 1.9% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $679K | 1.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $486K | 1.4% | |
| Janus Henderson Enterprise T Fund | — | — | — | $363K | 1.0% | |
| PIMCO Real Return Institutional Fund | — | — | — | $357K | 1.0% | |
| Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $302K | 0.8% | |
| Fidelity Small Cap Growth Fund | — | — | — | $279K | 0.8% | |
| JPMorgan Mid Cap Value L Fund | — | — | — | $269K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $227K | 0.6% | |
| American Funds American Balanced R6 Fund | — | — | — | $203K | 0.6% |
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