Original filing (PDF)20241014141235NAL0013427779001

PETERSON FARMS, INC.

Name: PETERSON FARMS, INC. — PETERSON FARMS 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: PETERSON FARMS, INC.

Form 5500

FILING_RECEIVED

PETERSON FARMS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

831

Accounts w/ balance

1,016

Plan assets (EOY)

$18.9M

Net assets (EOY)

$18.9M

How this plan invests

This plan

2 collective trusts

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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERSON FARMS, INC..

Plan sponsor

Name

PETERSON FARMS, INC.

EIN

38-2519910

Address

3104 WEST BASELINE ROAD · SHELBY, MI · 49455

Phone

(231) 861-5410

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$53K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC INSTITUTIONAL ASSET MANAGEMENT	22-1146430	—	ADVISOR	$21K	—

Investments

2 pooled funds· $593K(3% 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.

			% of plan
T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE · EIN 52-1309931 / PN 001	Common Collective Trust	$527K	2.8%
PGI CIT US REAL EST SECS CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 82-2725212 / PN 001	Common Collective Trust	$66K	0.3%