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Original filing (PDF)20250926155559NAL0004087043001
WOLVERINE PACKING COMPANY
Form 5500
FILING_RECEIVED
WOLVERINE PACKING COMPANY FLEXIBLE COMPENSATION PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
135
Plan assets (EOY)
$55.7M
Net assets (EOY)
$55.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLVERINE PACKING COMPANY.
Plan sponsor
Name
WOLVERINE PACKING COMPANY
EIN
38-1901974
Address
2535 RIVARD · DETROIT, MI · 48207
Phone
(313) 259-7500
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
2025-09-26
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES INC | — | CLEVELAND, OH | OTHER | $39K | — |
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $300 | — |
Investments
27 direct securities · 1 pooled fund· $53.9M(97% 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.
Mutual Funds
$51.6M
26 holdings
Common Collective Trust
$1.9M
1 holding
OTHER
$345K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund R4 N/R | Mutual Funds | — | — | $6.7M | 12.1% | |
| Vanguard 500 Index Fund - Admiral N/R | Mutual Funds | — | — | $6.3M | 11.3% | |
| Vanguard Federal Money Market Inv N/R | Mutual Funds | — | — | $6.1M | 11.0% | |
| Fidelity Contrafund N/R | Mutual Funds | — | — | $5.4M | 9.7% | |
| Dodge & Cox Stock Fund N/R | Mutual Funds | — | — | $4.6M | 8.3% | |
| American Funds 2040 Target Date Fund R4 N/R | Mutual Funds | — | — | $3.8M | 6.9% | |
| Northern Small Cap Fund N/R | Mutual Funds | — | — | $2.7M | 4.9% | |
| T. Rowe Price New Horizon N/R | Mutual Funds | — | — | $2.1M | 3.8% | |
| GALLIARD STABLE RETURN FUND M WELLS FARGO MUTUAL FUNDS · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.4% | |
| American Funds 2050 Target Date Fund R4 N/R | Mutual Funds | — | — | $1.9M | 3.4% | |
| American Funds 2020 Target Date Fund R4 N/R | Mutual Funds | — | — | $1.5M | 2.7% | |
| Harbor Capital Appreciation ADM N/R | Mutual Funds | — | — | $1.1M | 2.0% | |
| American Funds 2035 Target Date Fund R4 N/R | Mutual Funds | — | — | $1.0M | 1.8% | |
| T. Rowe Price Mid Cap Growth Fund N/R | Mutual Funds | — | — | $996K | 1.8% | |
| American Funds 2045 Target Date Fund R4 N/R | Mutual Funds | — | — | $911K | 1.6% | |
| TCW MetWest Total Return Bond I N/R | Mutual Funds | — | — | $909K | 1.6% | |
| Vanguard Total Intl Stock Index Admira N/R | Mutual Funds | — | — | $855K | 1.5% | |
| Vanguard Selected Value Inv N/R | Mutual Funds | — | — | $845K | 1.5% | |
| American Funds New Perspective R4 N/R | Mutual Funds | — | — | $741K | 1.3% | |
| Mutual funds American Funds 2010 Target Date Fund R4 N/R | Mutual Funds | — | — | $737K | 1.3% | |
| American Funds Europacific GR R4 N/R | Mutual Funds | — | — | $621K | 1.1% | |
| Fidelity Extended Market Index N/R | Mutual Funds | — | — | $574K | 1.0% | |
| American Funds 2025 Target Date Fund R4 N/R | Mutual Funds | — | — | $495K | 0.9% | |
| Dodge & Cox International Stock N/R | Mutual Funds | — | — | $347K | 0.6% | |
| investment Cash surrender value of life insurance N/R | OTHER | — | — | $345K | 0.6% | |
| American Funds 2015 Target Date Fund R4 N/R | Mutual Funds | — | — | $137K | 0.2% | |
| American Funds 2060 Target Date Fund R4 N/R | Mutual Funds | — | — | $83K | 0.1% | |
| American Funds 2065 Target Date Fund R4 N/R | Mutual Funds | — | — | $19K | <0.1% |
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