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Original filing (PDF)20251015130040NAL0009705426001
LYNCH LIVESTOCK
Form 5500
FILING_RECEIVED
LYNCH LIVESTOCK, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,413
Accounts w/ balance
309
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYNCH LIVESTOCK.
Plan sponsor
Name
LYNCH LIVESTOCK
DBA
LYNCH LIVESTOCK
EIN
42-1081789
Address
331 3RD ST NW · WAUCOMA, IA · 52171
Phone
(563) 776-3002
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HACKER, NELSON & CO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERSTATE BANK OF COMMERCE | 81-6023169 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
37 direct securities · 1 pooled fund· $18.2M(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
$17.3M
37 holdings
Common Collective Trust
$835K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Target Date Fund Institutional Premium Class - 166,715.086 units - | — | — | — | $3.1M | 17.0% | |
| Fidelity Freedom Index 2035 Target Date Fund Institutional Premium Class - 123,360.742 units - | — | — | — | $2.9M | 15.8% | |
| Fidelity Freedom Index 2040 Target Date Fund Institutional Premium Class - 86,951.595 units - | — | — | — | $2.1M | 11.8% | |
| Fidelity Freedom Index 2030 Target Date Fund Institutional Premium Class - 66,255.937 units - | — | — | — | $1.3M | 7.3% | |
| Fidelity Freedom Index 2045 Target Date Fund Institutional Premium Class - 50,300.838 units - | — | — | — | $1.3M | 7.2% | |
| Fidelity Freedom Index 2050 Target Date Fund Institutional Premium Class - 41,489.789 units - | — | — | — | $1.1M | 5.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $835K | 4.6% | |
| Fidelity Freedom Index 2010 Target Date Fund Institutional Premium Class - 46,761.224 units - | — | — | — | $600K | 3.3% | |
| Fidelity 500 Index S&P 500 Index Fund - 2,823.475 units - | — | — | — | $577K | 3.2% | |
| Fidelity Blue Chip Growth Blue Chip Growth Fund Class K - 2,389.221 units - | — | — | — | $546K | 3.0% | |
| Fidelity Freedom Index 2020 Target Date Fund Institutional Premium Class - 31,464.713 units - | — | — | — | $496K | 2.7% | |
| Fidelity Freedom Index 2060 Target Date Fund Institutional Premium Class - 25,222.89 units - | — | — | — | $457K | 2.5% | |
| Fidelity Freedom Index 2055 Target Date Fund Institutional Premium Class - 16,658.257 units - | — | — | — | $356K | 2.0% | |
| Participant Loans Participant Loans - 353,926.61 units, interest rates 4.25% - 9.50% - | — | — | — | $354K | 1.9% | |
| Fidelity Freedom Index 2015 Target Date Fund Institutional Premium Class - 21,688.441 units - | — | — | — | $309K | 1.7% | |
| John Hancock Bond Intermediate Bond Fund Class R6 - 16,877.871 units - | — | — | — | $225K | 1.2% | |
| JPMorgan Equity Income Equity Income Fund Class R6 - 8,793.18 units - | — | — | — | $211K | 1.2% | |
| American Funds American Balanced Fund Class R6 - 4,852.39 units - | — | — | — | $167K | 0.9% | |
| Undiscovered Managers Behavioral Value Small Value Fund Class R6 - 1,838.492 units - | — | — | — | $155K | 0.9% | |
| Columbia Overseas Value International Value Fund Institutional Class - 14,562.399 units - | — | — | — | $152K | 0.8% | |
| Allspring Special Mid Cap Value Mid Cap Value Fund Class R6 - 2,536.464 units - | — | — | — | $121K | 0.7% | |
| MFS International Diversification International Diversification Fund Class R6 - 5,174.646 units - | — | — | — | $118K | 0.7% | |
| AB Small Cap Growth Small Cap Growth Portfolio Class Z - 1,478.293 units - | — | — | — | $109K | 0.6% | |
| JPMorgan Emerging Markets Equity Emerging Markets Equity Fund Class R6 - 2,946.748 units - | — | — | — | $89K | 0.5% | |
| Fidelity Freedom Index Income Target Date Fund Institutional Premium Class - 7,041.241 units - | — | — | — | $82K | 0.5% | |
| Fidelity Freedom Index 2065 Target Date Fund Institutional Premium Class - 4,121.618 units - | — | — | — | $60K | 0.3% | |
| Fidelity Mid Cap Index Mid Cap Index Fund - 1,644.948 units - | — | — | — | $56K | 0.3% | |
| BlackRock Mid Cap Growth Equity Portfolio Mid Cap Growth Fund Class K - 1,250.555 units - | — | — | — | $54K | 0.3% | |
| PIMCO Income Fund Institutional Class - 4,565.552 units - | — | — | — | $48K | 0.3% | |
| Fidelity GNMA Fund - 3,526.304 units - | — | — | — | $35K | 0.2% | |
| ClearBridge International Growth International Growth Fund Class IS - 509.115 units - | — | — | — | $33K | 0.2% | |
| PGIM High Yield High Yield Bond Fund Class R6 - 6,174.018 units - | — | — | — | $29K | 0.2% | |
| Cohen & Steers Real Estate Securities Real Estate Fund Class Z - 1,429.324 units - | — | — | — | $25K | 0.1% | |
| DFA Global Real Estate Securities Portfolio Global Real Estate Fund - 1,234.081 units - | — | — | — | $12K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Inflation - Protected Bond Fund - 1,108.565 units - | — | — | — | $12K | <0.1% | |
| Fidelity Small Cap Index Small Cap Index Fund - 386.214 units - | — | — | — | $11K | <0.1% | |
| Fidelity International Small Cap International Small Cap Fund - 277.529 units - | — | — | — | $8K | <0.1% | |
| Fidelity Government Money Market Government Money Market Fund Class K6 - 5,783.06 units - | — | — | — | $6K | <0.1% |