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Original filing (PDF)20251015104754NAL0002271043001
SHEARER'S FOODS, LLC
Form 5500
FILING_RECEIVED
SHEARER'S FOODS, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,452
Accounts w/ balance
4,637
Plan assets (EOY)
$134.1M
Net assets (EOY)
$134.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — 282% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEARER'S FOODS, LLC.
Plan sponsor
Name
SHEARER'S FOODS, LLC
EIN
34-1319359
Address
100 LINCOLN WAY EAST · MASSILLON, OH · 44646
Phone
(330) 834-4347
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNE | 47-1411118 | — | INVESTMENT ADVISORY | $73K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $428K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | ACCOUNTANT | $11K | — |
Investments
25 direct securities · 2 pooled funds· $134.1M(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
$127.1M
24 holdings
Common Collective Trust
$4.7M
2 holdings
Mutual Funds
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $16.2M | 12.1% | |
| Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $15.6M | 11.6% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $14.0M | 10.5% | |
| Vanguard Group Vanguard Target Retirement 2030 Fund | — | — | — | $13.8M | 10.3% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $13.8M | 10.3% | |
| Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $12.1M | 9.0% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $11.5M | 8.6% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $7.9M | 5.9% | |
| Vanguard Group Vanguard 500 Index Fund | — | — | — | $4.6M | 3.5% | |
| Participant loans Interest rates from 3.25% to 9.50% - 0 - | — | — | — | $4.0M | 3.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.8% | |
| Vanguard Group Vanguard Target Retirement 2065 Fund | — | — | — | $2.5M | 1.9% | |
| Alliance Bernstein AB Large Cap Growth Fund | Mutual Funds | — | — | $2.3M | 1.7% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $2.1M | 1.6% | |
| Capital Research and Management Company American Funds New Perspectives Fund | — | — | — | $1.5M | 1.1% | |
| Putnam Investment Management Company Putnam Large Cap Value Fund | — | — | — | $1.2M | 0.9% | |
| Capital Research and Management Company American Funds Bond Fund of America | — | — | — | $1.1M | 0.8% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $942K | 0.7% | |
| MFS Investment Managment MFS Mid Cap Growth Fund | — | — | — | $885K | 0.7% | |
| Vanguard Group Vanguard Target Retirement 2070 Fund | — | — | — | $741K | 0.6% | |
| Vanguard Group Vanguard Small Cap Value Index Fund | — | — | — | $719K | 0.5% | |
| Vanguard Group Vanguard Small Cap Index Fund | — | — | — | $613K | 0.5% | |
| Vanguard Group Vanguard Target Retirement Income Fund | — | — | — | $577K | 0.4% | |
| Vanguard Group Vanguard Total International Stock Index Fund | — | — | — | $561K | 0.4% | |
| Fidelity Small Cap Grwth Fund | — | — | — | $514K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | — | — | — | $421K | 0.3% | |
| PIMCO Income Fund | — | — | — | $3K | <0.1% |