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Original filing (PDF)20251008093149NAL0002890979001
JONES DAIRY FARM & SUBSIDIARY
Form 5500
FILING_RECEIVED
JONES DAIRY FARM NON UNION EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Active participants
43
Accounts w/ balance
—
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 collective trust
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)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONES DAIRY FARM & SUBSIDIARY.
Plan sponsor
Name
JONES DAIRY FARM & SUBSIDIARY
EIN
39-0380850
Address
800 JONES AVENUE · FORT ATKINSON, WI · 535380808
Phone
(920) 563-2431
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAIRD ADVISORS | 39-6037917 | — | NONE | $31K | — |
| BMO HARRIS BANK NA | 36-2085229 | — | NONE | $7K | — |
Investments
1 pooled fund· $8.6M(85% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JONES DAIRY FARM MASTER TRUST PLAN JONES DAIRY FARM & SUBSIDIARY · EIN 39-0380850 / PN 100 | Master Trust | $8.6M | 85.1% |