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Original filing (PDF)20251009111524NAL0011338032001
ROCKFORD AREA DAIRY INDUSTRY LOCAL 754 IB OF T RETIREMENT PENSION PLAN
Form 5500
FILING_RECEIVED
ROCKFORD AREA DAIRY INDUSTRY LOCAL 754 IB OF T RETIREMENT PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
216
Accounts w/ balance
—
Plan assets (EOY)
$53.9M
Net assets (EOY)
$53.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 164% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKFORD AREA DAIRY INDUSTRY LOCAL 754 IB OF T RETIREMENT PENSION PLAN.
Plan sponsor
Name
ROCKFORD AREA DAIRY INDUSTRY LOCAL 754 IB OF T RETIREMENT PENSION PLAN
EIN
36-6067654
Address
188 INDUSTRIAL DR., SUITE 128 · ELMHURST, IL · 60126
Phone
(630) 833-0754
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCO CONSULTING GROUP | 36-3555078 | — | NONE | $50K | — |
| DOWD, BLOCH, BENNETT, CERVONE, AUER | 36-3371377 | — | NONE | $49K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $45K | — |
| CHEIRON, INC. | — | CHICAGO, IL | NONE | $43K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $27K | — |
| AMALGAMATED BANK | 36-0721895 | — | NONE | $13K | — |
Investments
1 pooled fund· $6.1M(11% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COMMON COLLECTIVE TRUST SCHRODER DIVERSIFIED GROWTH TR · EIN 13-4064414 / PN 001 | Common Collective Trust | $6.1M | 11.2% |