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Original filing (PDF)20260217072120NAL0007679058001
BIRKEYS FARM STORE INC
Form 5500
FILING_RECEIVED
BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.0 mo
Active participants
394
Accounts w/ balance
502
Plan assets (EOY)
$50.7M
Net assets (EOY)
$50.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
88
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
- 26 bps in Schedule C fees — 62% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRKEYS FARM STORE INC.
Plan sponsor
Name
BIRKEYS FARM STORE INC
EIN
37-0791276
Address
2102 W PARK COURT · CHAMPAIGN, IL · 61821
Phone
(217) 693-7200
Industry
Wholesale Tradesee 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
2026-02-17
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT | $10K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $93K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
Investments
29 direct securities · 1 pooled fund· $50.7M(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.
Registered Investment Companies
$49.3M
29 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $8.5M | 16.8% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $7.6M | 15.1% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $5.4M | 10.7% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $3.9M | 7.7% | |
| AMF INTL GROWTH AND INC - R4 | Registered Investment Companies | — | — | $3.1M | 6.1% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.8M | 5.6% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.0M | 3.9% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.0M | 3.9% | |
| AMERICAN CAP INC BLDER - R4 | Registered Investment Companies | — | — | $1.8M | 3.7% | |
| AMF INCOME FUND OF AMERICA- R4 | Registered Investment Companies | — | — | $1.6M | 3.3% | |
| JP MORGAN MID CAP EQ A | Registered Investment Companies | — | — | $1.6M | 3.2% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 3.1% | |
| FRANKLIN SMALL CAP VALUE FD-A | Registered Investment Companies | — | — | $1.4M | 2.8% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| PUTNAM STABLE VALUE 100 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 2.7% | |
| MFS INTL INTRINSIC VAL FD - R3 | Registered Investment Companies | — | — | $1.0M | 2.0% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $763K | 1.5% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $702K | 1.4% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $424K | 0.8% | |
| MFS CORPORATE BOND R3 | Registered Investment Companies | — | — | $362K | 0.7% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $208K | 0.4% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $208K | 0.4% | |
| DWS RREEF REAL EST SEC S | Registered Investment Companies | — | — | $192K | 0.4% | |
| ALLSPRING SPECIAL MC VAL ADM | Registered Investment Companies | — | — | $188K | 0.4% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $127K | 0.3% | |
| AMER BOND FUND OF AMERICA-R4 | Registered Investment Companies | — | — | $107K | 0.2% | |
| VOYA GLOBAL BOND A | Registered Investment Companies | — | — | $84K | 0.2% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $77K | 0.2% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $25K | <0.1% | |
| BNYM STRATEGIC VALUE - I | Registered Investment Companies | — | — | $10K | <0.1% |