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Original filing (PDF)20251010090028NAL0007838593001
KALMBACH FEEDS, INC.
Form 5500
FILING_RECEIVED
KALMBACH FEEDS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
871
Accounts w/ balance
989
Plan assets (EOY)
$59.4M
Net assets (EOY)
$59.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KALMBACH FEEDS, INC..
Plan sponsor
Name
KALMBACH FEEDS, INC.
EIN
31-1162375
Address
7148 STATE HIGHWAY199 · UPPER SANDUSKY, OH · 43551
Phone
(419) 294-3838
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
HOLBROOK & MANTER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFO WEALTH PARTNERS LLC | 20-1017513 | — | ADVISOR | $56K | — |
Investments
33 direct securities · 1 pooled fund· $59.4M(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
$59.4M
33 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG ToT BD MKT ADM Mutual Fund | — | — | — | $5.1M | 8.6% | |
| FID 500 INDEX Mutual Fund | — | — | — | $4.9M | 8.3% | |
| VANG DEV MKT IDX ADM Mutual Fund | — | — | — | $4.1M | 7.0% | |
| VANG TARGET RET 2050 Mutual Fund | — | — | — | $4.0M | 6.6% | |
| DFA US CORE EQ 21 Mutual Fund | — | — | — | $3.7M | 6.3% | |
| VANG TARGET RET 2035 Mutual Fund | — | — | — | $3.4M | 5.7% | |
| VANG TARGET RET 2060 Mutual Fund | — | — | — | $3.1M | 5.1% | |
| VANG TARGET RET 2055 Mutual Fund | — | — | — | $3.0M | 5.0% | |
| VANG TARGET RET 2045 Mutual Fund | — | — | — | $2.3M | 3.8% | |
| VANG GROWTH IDX ADM Mutual Fund | — | — | — | $2.1M | 3.6% | |
| VANG TARGET RET 2030 Mutual Fund | — | — | — | $2.1M | 3.6% | |
| VANG VALUE IDX ADM Mutual Fund | — | — | — | $2.1M | 3.5% | |
| VANG MIDCAP IDX ADM Mutual Fund | — | — | — | $2.0M | 3.4% | |
| GABELLI US MM I Mutual Fund | — | — | — | $2.0M | 3.3% | |
| VANG TARGET RET 2065 Mutual Fund | — | — | — | $1.7M | 2.9% | |
| DFA INTL CORE EQ I Mutual Fund | — | — | — | $1.7M | 2.9% | |
| With Various Maturities -0- | — | — | — | $1.5M | 2.6% | |
| VANG TARGET RET 2025 Mutual Fund | — | — | — | $1.4M | 2.4% | |
| VANG TARGET RET INC Mutual Fund | — | — | — | $1.4M | 2.3% | |
| VANG SM CAP IDX ADM Mutual Fund | — | — | — | $1.2M | 2.0% | |
| VAN REAL EST IDX ADM Mutual Fund | — | — | — | $1.0M | 1.7% | |
| VANG MDCPGR IDX ADM Mutual Fund | — | — | — | $984K | 1.7% | |
| VANG SMCPVL IDX ADM Mutual Fund | — | — | — | $829K | 1.4% | |
| DFA EMRG MKT CORE EQ Mutual Fund | — | — | — | $811K | 1.4% | |
| VANG TARGET RET 2040 Mutual Fund | — | — | — | $791K | 1.3% | |
| Fidelity Brokerage Self Directed Brokerage Accounts | — | — | — | $658K | 1.1% | |
| VANG ToT STK MKT ADM Mutual Fund | — | — | — | $550K | 0.9% | |
| VANG SMCP GR IDX ADM Mutual Fund | — | — | — | $490K | 0.8% | |
| VANG TARGET RET 2070 Mutual Fund | — | — | — | $215K | 0.4% | |
| DFA US SOC CORE EQ 2 Mutual Fund | — | — | — | $171K | 0.3% | |
| DFA INTL SOC CREQ IS Mutual Fund | — | — | — | $61K | 0.1% | |
| DFA EM SOC CORE EQ Mutual Fund | — | — | — | $20K | <0.1% | |
| VANG ST BOND IDX ADM Mutual Fund | — | — | — | $5K | <0.1% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |