Original filing (PDF)20250822074133NAL0008691376001

EMPLOYEE OWNED BRANDS, INC.

Name: EMPLOYEE OWNED BRANDS, INC. — EMPLOYEE OWNED BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: EMPLOYEE OWNED BRANDS, INC.

Form 5500

FILING_RECEIVED

EMPLOYEE OWNED BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

799

Accounts w/ balance

847

Plan assets (EOY)

$877.4M

Net assets (EOY)

$875.2M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPLOYEE OWNED BRANDS, INC..

Plan sponsor

Name

EMPLOYEE OWNED BRANDS, INC.

EIN

42-0990485

Address

2211 WEST GRIMES AVENUE · FAIRFIELD, IA · 525562681

Phone

(641) 472-5131

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $877.2M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Employee Owned Brands, Inc. 596,338 shares common stock	—	—	$7.5M	$877.2M	100.0%

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