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Original filing (PDF)20251010153237NAL0007953825001
CSB NUTRITION CORPORATION
Form 5500
FILING_RECEIVED
CSB NUTRITION CORP. 401(K) PLAN
401(k) retirement plan
Signals · 2
~77 bps in Sched C feesNo recordkeeper disclosed
Active participants
189
Accounts w/ balance
196
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
12 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
- 77 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSB NUTRITION CORPORATION.
Plan sponsor
Name
CSB NUTRITION CORPORATION
EIN
33-1036493
Address
2600 NORTH MAIN · SPANISH FORK, UT · 84660
Phone
(801) 796-2056
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $36K | — |
| LINCOLN INVESTMENT PLANNING, INC. | 23-1702591 | — | NONE | $14K | — |
Investments
12 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual Fund N/A | — | — | — | $1.4M | 21.7% | |
| Vanguard Balanced Index Mutual Fund N/A | — | — | — | $1.1M | 17.2% | |
| Fidelity Advisor Total Bond Z Mutual Fund N/A | — | — | — | $973K | 15.1% | |
| DFA International Core Eq I Mutual Fund N/A | — | — | — | $778K | 12.1% | |
| JP Morgan Large Cap Growth R6 Mutual Fund N/A | — | — | — | $551K | 8.6% | |
| The Standard Stable Asset Fund A Guaranteed Investment Contract N/A | — | — | — | $514K | 8.0% | |
| Vanguard Equity-Income Adm Mutual Fund N/A | — | — | — | $485K | 7.6% | |
| Vanguard Small Cap Index Admiral Mutual Fund N/A | — | — | — | $284K | 4.4% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund N/A | — | — | — | $167K | 2.6% | |
| Allspring Special Mid Cap Value Mutual Fund N/A | — | — | — | $166K | 2.6% | |
| DFA US Targeted Value Portfolio Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| T. Rowe Price New Horizons Fund Mutual Fund N/A | — | — | — | $4K | <0.1% |
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