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Original filing (PDF)20251006143947NAL0003808465001
HERBRUCK POULTRY RANCH, INC.
Form 5500
FILING_RECEIVED
HERBRUCK POULTRY RANCH, INC. 401(K) PLAN
401(k) retirement plan
Active participants
583
Accounts w/ balance
679
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — 134% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERBRUCK POULTRY RANCH, INC..
Plan sponsor
Name
HERBRUCK POULTRY RANCH, INC.
EIN
38-2573806
Address
6425 W GRAND RIVER AVENUE · SARANAC, MI · 48881
Phone
(616) 642-2692
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
FROST, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | — | ST LOUIS, MO | INVESTMENT ADVISOR | $38K | — |
Investments
30 direct securities· $15.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | — | — | — | $2.0M | 12.7% | |
| American Funds Growth Fund of America | — | — | — | $1.5M | 9.7% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $1.2M | 7.6% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $1.2M | 7.5% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $1.2M | 7.4% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.1M | 7.1% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $1.1M | 6.9% | |
| Fidelity 500 Index Fund | — | — | — | $1.0M | 6.4% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $818K | 5.2% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $728K | 4.6% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $673K | 4.2% | |
| American Funds Capital Income Builder Fund | — | — | — | $553K | 3.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $464K | 2.9% | |
| American Funds U.S. Government Money Market Fund | — | — | — | $366K | 2.3% | |
| and maturity dates from January 2025 through October 2029 | — | — | — | $364K | 2.3% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $357K | 2.2% | |
| American Funds Income Fund of America | — | — | — | $274K | 1.7% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $258K | 1.6% | |
| American Funds American Balanced Fund | — | — | — | $139K | 0.9% | |
| American Funds Intermediate Bond Fund | — | — | — | $133K | 0.8% | |
| American Funds New Perspective Fund | — | — | — | $133K | 0.8% | |
| Fidelity Small Cap Index Fund | — | — | — | $59K | 0.4% | |
| American Funds Small Cap World Fund | — | — | — | $48K | 0.3% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $44K | 0.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $44K | 0.3% | |
| Investments Mutual funds American Funds 2010 Target Date Retirement Fund | — | — | — | $18K | 0.1% | |
| American Funds Inflation Linked Bond Fund | — | — | — | $10K | <0.1% | |
| American Funds U.S. Government Securities Fund | — | — | — | $10K | <0.1% | |
| American Funds Bond Fund of America | — | — | — | $10K | <0.1% | |
| American Funds American Mutual Fund | — | — | — | $9K | <0.1% |