Trisha Quince signed Superior Dairy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Superior Dairy, Inc.'s EIN is 34-0564691.
Download the official 2024 Form 5500 (PDF) for Superior Dairy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Superior Dairy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.5M | 14.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.1M | 10.3% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.1M | 10.2% | |
| UNDISCOVERED MGRS BHVL VAL L | Registered Investment Companies | — | — | $1.0M | 10.0% | |
| T. ROWE PRICE VALUE FUND - ADV | Registered Investment Companies | — | — | $958K | 9.2% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $822K | 7.9% | |
| JAN HEND GLBL TECH INN I | Registered Investment Companies | — | — | $772K | 7.4% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $521K | 5.0% | |
| M&N PRO BL MD TERM SER - I | Registered Investment Companies | — | — | $472K | 4.5% | |
| VAN WELLINGTON FUND - INV | Registered Investment Companies | — | — | $463K | 4.4% | |
| VOYA MIDCAP OPPORTUNITIES A | Registered Investment Companies | — | — | $351K | 3.4% | |
| M&N PRO BLENDED EXT TERM - I | Registered Investment Companies | — | — | $285K | 2.7% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $209K | 2.0% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $168K | 1.6% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $161K | 1.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $158K | 1.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $96K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $83K | 0.8% | |
| M&N PRO BL MAX TERM SER - I | Registered Investment Companies | — | — | $48K | 0.5% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $43K | 0.4% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $16K | 0.2% | |
| MANNING & NAPIER PRO BL CON I | Registered Investment Companies | — | — | $11K | 0.1% | |
| BNY MELLON GLOBAL REAL RET Y | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $15K |
| — |
