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Original filing (PDF)20250919135648NAL0003641602001
ROCHELLE FOODS, LLC
Form 5500
FILING_RECEIVED
CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,132
Accounts w/ balance
5,969
Plan assets (EOY)
$187.0M
Net assets (EOY)
$187.0M
How this plan invests
This plan
18 pooled trusts
Schedule D
20 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
- 14 bps in Schedule C fees — modestly 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 ROCHELLE FOODS, LLC.
Plan sponsor
Name
ROCHELLE FOODS, LLC
EIN
36-3889635
Address
1001 S MAIN STREET · ROCHELLE, IL · 610682189
Phone
(507) 437-5481
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $176K | — |
| MEKETA FIDUCIARY MANAGEMENT LLC | 47-2126910 | — | NONE | $45K | — |
| ERNST & YOUNG US LLP | 34-6565596 | — | NONE | $34K | — |
| VAN IWAARDEN ASSOCIATES | — | MINNEAPOLIS, MN | OTHER | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $28 | — |
Investments
8 direct securities · 18 pooled funds· $196.2M(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.
Common Collective Trust
$137.5M
18 holdings
Uncategorized
$58.7M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Retirement, LLC: | — | — | — | $31.2M | 16.7% | |
| BLACKROCK LIFEPATH INDEX 2030 WILMINGTON TRUST N.A. · EIN 81-2738688 / PN 253 | Common Collective Trust | 1,189,224 | — | $24.3M | 13.0% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT WILMINGTON TRUST N.A. · EIN 81-2690003 / PN 250 | Common Collective Trust | 1,286,684 | — | $21.5M | 11.5% | |
| BLACKROCK LIFEPATH INDEX 2035 WILMINGTON TRUST N.A. · EIN 81-2754518 / PN 254 | Common Collective Trust | 875,542 | — | $19.6M | 10.5% | |
| BLACKROCK LIFEPATH INDEX 2040 WILMINGTON TRUST N.A. · EIN 81-2770621 / PN 255 | Common Collective Trust | 561,407 | — | $13.6M | 7.3% | |
| BLACKROCK LIFEPATH INDEX 2045 WILMINGTON TRUST N.A. · EIN 81-2780259 / PN 256 | Common Collective Trust | 493,995 | — | $12.8M | 6.8% | |
| BLACKROCK LIFEPATH INDEX 2050 WILMINGTON TRUST N.A. · EIN 81-2796399 / PN 257 | Common Collective Trust | 389,850 | — | $10.5M | 5.6% | |
| Promissory notes | — | — | — | $9.8M | 5.3% | |
| Global Equity Fund CIT | — | 807,716 | — | $9.6M | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2055 WILMINGTON TRUST N.A. · EIN 81-2813610 / PN 258 | Common Collective Trust | 314,428 | — | $8.6M | 4.6% | |
| BLACKROCK EQUITY INDEX S&P 500 WILMINGTON TRUST N.A. · EIN 81-2838208 / PN 260 | Common Collective Trust | 162,326 | — | $7.3M | 3.9% | |
| BLACKROCK MSCI ACWI IMI INDEX WILMINGTON TRUST N.A. · EIN 38-7271360 / PN 755 | Common Collective Trust | — | — | $6.4M | 3.4% | |
| BLACKROCK LIFEPATH INDEX 2060 WILMINGTON TRUST N.A. · EIN 81-2825083 / PN 259 | Common Collective Trust | 257,020 | — | $5.9M | 3.1% | |
| Hormel Foods Corporation Stock Fund | — | 60,086 | — | $4.6M | 2.5% | |
| ARTISAN GLOBAL OPPORTUNITIES TRUST SEI INVESTMENTS COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $2.1M | 1.1% | |
| CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | 182,057 | — | $1.7M | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2065 WILMINGTON TRUST N.A. · EIN 38-4126296 / PN 599 | Common Collective Trust | 134,857 | — | $1.6M | 0.9% | |
| Fidelity Small Cap Index | — | 50,008 | — | $1.4M | 0.7% | |
| ANTIPODES GLOBAL EQUITY SEI INVESTMENTS COMPANY · EIN 86-2356057 / PN 150 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| Global Equity Fund LSV Global Value | — | 88,552 | — | $1.1M | 0.6% | |
| Fidelity Global EX US Index | — | 58,788 | — | $848K | 0.5% | |
| BLACKROCK U.S. DEBT INDEX WILMINGTON TRUST N.A. · EIN 81-2917240 / PN 263 | Common Collective Trust | 50,805 | — | $601K | 0.3% | |
| Charles Schwab & Co. | — | — | — | $167K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 WILMINGTON TRUST N.A. · EIN 81-2721934 / PN 252 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MSCI ACWI EX-US INDEX WILMINGTON TRUST N.A. · EIN 81-2883385 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK U.S. DEBT INDEX WILMINGTON TRUST N.A. · EIN 81-2917240 / PN 263 | Common Collective Trust | — | — | $0 | <0.1% |
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