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Original filing (PDF)20251013174124NAL0003750002001
JONES DAIRY FARM
Form 5500
FILING_RECEIVED
JONES DAIRY FARM THRIFT PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
174
Plan assets (EOY)
$31.4M
Net assets (EOY)
$31.4M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONES DAIRY FARM.
Plan sponsor
Name
JONES DAIRY FARM
EIN
39-0380850
Address
P.O. BOX 808 · FORT ATKINSON, WI · 535380808
Phone
(920) 563-2431
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
35 direct securities · 1 pooled fund· $32.3M(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.
Uncategorized
$31.4M
35 holdings
Common Collective Trust
$933K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund K | — | — | — | $4.6M | 14.6% | |
| Fidelity Contrafund Fund K | — | — | — | $2.9M | 9.2% | |
| Fidelity Freedom 2030 Fund | — | — | — | $2.9M | 9.1% | |
| American Funds American Mutual R6 | — | — | — | $1.9M | 5.9% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.7M | 5.3% | |
| Fidelity Freedom 2040 Fund | — | — | — | $1.5M | 4.9% | |
| Fidelity Freedom 2020 Fund | — | — | — | $1.3M | 4.1% | |
| Fidelity Puritan Fund K | — | — | — | $1.3M | 4.0% | |
| MassMutual Premier Small Cap Opportunities Fund Class I | — | — | — | $1.2M | 3.9% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $1.1M | 3.7% | |
| Fidelity Low Priced Stock Fund K | — | — | — | $1.1M | 3.4% | |
| Fidelity Diversified International Fund K | — | — | — | $1.1M | 3.3% | |
| Fidelity Freedom 2045 Fund | — | — | — | $1.0M | 3.2% | |
| Fidelity Managed Income Portfolio | — | — | — | $933K | 3.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $933K | 3.0% | |
| Fidelity Freedom 2035 Fund | — | — | — | $873K | 2.8% | |
| Fidelity Freedom 2050 Fund | — | — | — | $866K | 2.8% | |
| Fidelity 500 Index | — | — | — | $834K | 2.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $640K | 2.0% | |
| Fidelity Government Money Market | — | — | — | $607K | 1.9% | |
| Fidelity International Discovery Fund K | — | — | — | $599K | 1.9% | |
| Fidelity Freedom 2060 Fund | — | — | — | $331K | 1.1% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $288K | 0.9% | |
| Fidelity Total Bond Fund K6 | — | — | — | $271K | 0.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $267K | 0.8% | |
| Participant Loans | — | — | — | $255K | 0.8% | |
| Fidelity Global Ex US Index Fund | — | — | — | $186K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $164K | 0.5% | |
| Fidelity US Bond Index Fund | — | — | — | $164K | 0.5% | |
| American Century Government Bond Fund R5 | — | — | — | $160K | 0.5% | |
| Fidelity Freedom 2015 Fund | — | — | — | $151K | 0.5% | |
| Fidelity Inflation Premium Bond Index | — | — | — | $132K | 0.4% | |
| Fidelity Freedom 2010 Fund | — | — | — | $121K | 0.4% | |
| Self-Directed Brokerage Accounts | — | — | — | $83K | 0.3% | |
| Fidelity Freedom 2065 Fund | — | — | — | $65K | 0.2% | |
| Fidelity Freedom Income Fund | — | — | — | $5 | <0.1% |
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