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Original filing (PDF)20251015115722NAL0006172912001
BEVERLY FARM FOUNDATION INC.
Form 5500
FILING_RECEIVED
BEVERLY FARM FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 3
92% in single holding~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
241
Accounts w/ balance
242
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Other" is 92% of plan.
- 87 bps in Schedule C fees — 68% 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 BEVERLY FARM FOUNDATION INC..
Plan sponsor
Name
BEVERLY FARM FOUNDATION INC.
EIN
37-0765971
Address
6301 HUMBERT ROAD · GODFREY, IL · 62035
Phone
(618) 466-0367
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHEFFEL & COMPANY P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $28K | — |
Investments
3 direct securities · 1 pooled fund· $356K(11% 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
$178K
1 holding
OTHER
$163K
1 holding
Uncategorized
$15K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $178K | 5.5% | |
| Other | OTHER | — | $163K | $163K | 5.1% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $8K | $8K | 0.2% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $7K | $7K | 0.2% |
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