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Original filing (PDF)20251014145157NAL0001572403001
EAGLE EYE PRODUCE
Form 5500
FILING_RECEIVED
EAGLE EYE PRODUCE 401(K) PLAN
401(k) retirement plan
Active participants
352
Accounts w/ balance
148
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE EYE PRODUCE.
Plan sponsor
Name
EAGLE EYE PRODUCE
EIN
26-3853261
Address
4050 E LINCOLN RD · IDAHO FALLS, ID · 83401
Phone
(208) 522-2343
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COOPER NORMAN CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $11K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $16K | — |
| SECURITIES AMERICA ADVISORS, INC | — | LA VISTA, NE | INVESTMENT ADVISOR | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES, INC. | — | SALEM, OR | CONTRACT ADMIN | $1K | — |
Investments
31 direct securities · 1 pooled fund· $9.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.8M
31 holdings
Common Collective Trust
$88K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| identifies borrower, lessor, or Current party-in-interest similar party Description of investment Value * American Funds AMERICAN FUNDS 2030 TARGET DATE FUND R5$ | — | — | — | $1.3M | 12.8% | |
| Vanguard VALUE INDEX - ADMIRAL | — | — | — | $854K | 8.7% | |
| American Funds AMERICAN FUNDS INC FUND OF AMER R5 | — | — | — | $763K | 7.8% | |
| American Funds AMERICAN FUNDS 2035 TARGET DATE FUND R5 | — | — | — | $746K | 7.6% | |
| Western ASSET ULTRA-SHORT INCOME I | — | — | — | $734K | 7.5% | |
| American Funds AMERICAN FUNDS 2045 TARGET DATE FUND R5 | — | — | — | $715K | 7.3% | |
| Metwest TCW METWEST TOTAL RETURN BOND I | — | — | — | $647K | 6.6% | |
| American Funds AMERICAN FUNDS 2040 TARGET DATE FUND R5 | — | — | — | $533K | 5.4% | |
| T.Rowe Price T. ROWE PRICE BLUE CHIP GROWTH | — | — | — | $505K | 5.2% | |
| American Funds AMERICAN FUNDS 2050 TARGET DATE FUND R5 | — | — | — | $406K | 4.1% | |
| American Funds AMERICAN FUNDS AMCAP FUND R5 | — | — | — | $344K | 3.5% | |
| American Funds AMERICAN FUNDS 2055 TARGET DATE FUND R5 | — | — | — | $337K | 3.4% | |
| American Funds AMERICAN FUNDS 2025 TARGET DATE FUND R5 | — | — | — | $323K | 3.3% | |
| Vanguard WELLESLEY INCOME ADM | — | — | — | $289K | 3.0% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R5 | — | — | — | $213K | 2.2% | |
| American Funds AMERICAN FUNDS 2010 TARGET DATE FUND R5 | — | — | — | $207K | 2.1% | |
| American Funds AMERICAN FUNDS NEW ECONOMY R5 | — | — | — | $145K | 1.5% | |
| American Funds AMERICAN FUNDS 2065 TARGET DATE FUND R5 | — | — | — | $124K | 1.3% | |
| American Funds AMERICAN FUNDS 2060 TARGET DATE FUND R5 | — | — | — | $108K | 1.1% | |
| Invesco INTERNATIONAL SMALL-MID COMPY | — | — | — | $102K | 1.0% | |
| Clearbridge MID CAP CLASS I | — | — | — | $98K | 1.0% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $88K | 0.9% | |
| Reliance METLIFE SERIES 25053 CL 0 | — | — | — | $85K | 0.9% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL R5 | — | — | — | $83K | 0.9% | |
| Putnam SUSTAINABLE FUTURE Y | — | — | — | $57K | 0.6% | |
| American Funds AMERICAN FUNDS SMALLCAP WORLD R5 | — | — | — | $42K | 0.4% | |
| Vanguard REAL ESTATE INDEX ADMIRAL | — | — | — | $29K | 0.3% | |
| American Funds AMERICAN FUNDS CAPITAL WORLD G/I R5 | — | — | — | $26K | 0.3% | |
| American Funds AMERICAN FUNDS CAPITAL INC BLDR R5 | — | — | — | $12K | 0.1% | |
| American Funds AMERICAN FUNDS 2020 TARGET DATE FUND R5 | — | — | — | $3K | <0.1% | |
| American Funds AMERICAN FUNDS US GOVERNMENT SEC R5 | — | — | — | $3K | <0.1% | |
| American Funds AMERICAN FUNDS 2015 TARGET DATE FUND R5 | — | — | — | $1K | <0.1% |