How big is Cloverdale Foods Company's plan?

Cloverdale Foods Company's plan reported $17.1M in assets and 422 participants for 2024.

Original filing (PDF)20251001134652NAL0017877875001

Cloverdale Foods Company

Name: Cloverdale Foods Company — Cloverdale 401(k) Plan, Form 5500 (2024)
Creator: Cloverdale Foods Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cloverdale 401(k) Plan

401(k) retirement plan · Cloverdale Foods Company's Cloverdale 401(k) Plan held $17.1M in plan assets for 422 participants in 2024, with Bravera Wealth as recordkeeper.

Active participants

422

Accounts w/ balance

439

Plan assets (EOY)

$17.1M

Net assets (EOY)

$17.1M

Plan identifiers

Cloverdale Foods Company's EIN is 45-0124010.

EIN 45-0124010

Plan number 004

Plan year 2024

ACK ID 20251001134652NAL0017877875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cloverdale Foods Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cloverdale Foods Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLOVERDALE FOODS COMPANY.

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

CLOVERDALE FOODS COMPANY

EIN

all filings

Address

3015 34TH ST NW · MANDAN, ND · 58554

Phone

(701) 663-9511

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BRAVERA WEALTH	45-0436653	BISMARCK, ND	TRUSTEE/ RECORDKEEPER	$90K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INVESTMENT CENTERS OF AMERICA, INC.	45-0389744	APPLETON, WI	NONE	$31K	—

Investments

41 direct securities· $17.1M(100% of reported assets)

Mutual Funds

$12.0M

29 holdings

Other securities

$5.0M

9 holdings

Agency / Mortgage-Backed

$75K

1 holding

Common Collective Trusts

$21K

2 holdings

					% of plan
Vanguard Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$1.7M	10.1%
Vanguard Index 500 Mutual fund	Mutual Funds	—	—	$1.5M	9.0%
T. Rowe Price Sci-Tech I Mutual fund	Other securities	—	—	$1.3M	7.4%
MFS Growth Fund Class R6 Mutual fund	Mutual Funds	—	—	$955K	5.6%
Primecap Odyssey Growth Mutual fund	Mutual Funds	—	—	$951K	5.6%
Vanguard Mid Cap Index Mutual fund	Mutual Funds	—	—	$891K	5.2%
JPMorgan Equity Income Fund Class R6 Mutual fund	Other securities	—	—	$715K	4.2%
Notes Receivable from Participants Promissory notes bearing interest rates of -	Other securities	—	—	$711K	4.2%
American Mutual R6 Mutual fund	Other securities	—	—	$681K	4.0%
Vanguard Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$650K	3.8%
Vanguard Health Care Mutual fund	Mutual Funds	—	—	$626K	3.7%
Vanguard Small Cap Value Index Mutual fund	Mutual Funds	—	—	$547K	3.2%
JPMorgan Small Cap Equity Fund Class R6 Mutual fund	Other securities	—	—	$511K	3.0%
Vanguard Developed Market Mutual fund	Mutual Funds	—	—	$471K	2.8%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$457K	2.7%
Federated Hermes Government Obligations Fund Mutual fund	Other securities	—	—	$416K	2.4%
Vanguard Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$378K	2.2%
Vanguard Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$371K	2.2%
Federated Hermes Total Return Fund Mutual fund	Other securities	—	—	$370K	2.2%
Fidelity Balanced Fund Z Mutual fund	Mutual Funds	—	—	$311K	1.8%
Federated Hermes MDT Mid Cap Growth Fund Mutual fund	Other securities	—	—	$308K	1.8%
Vanguard Target Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$290K	1.7%
MFS International Diversification Mutual fund	Mutual Funds	—	—	$286K	1.7%
Vanguard Target Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$254K	1.5%
Vanguard Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$248K	1.5%
Vanguard Target Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$243K	1.4%
Vanguard Target Retirement Income Fund Mutual fund	Mutual Funds	—	—	$203K	1.2%
Vanguard Target Retirement 2020 Fund Mutual fund	Mutual Funds	—	—	$159K	0.9%
Vanguard Total Stock Market Mutual fund	Mutual Funds	—	—	$138K	0.8%
Vanguard Total Bond Market Index Mutual fund	Mutual Funds	—	—	$88K	0.5%
Vanguard REIT Index Mutual fund	Mutual Funds	—	—	$86K	0.5%
Vanguard Total Intl Stock Market Mutual fund	Mutual Funds	—	—	$84K	0.5%
Vanguard GNMA Mutual fund	Agency / Mortgage-Backed	—	—	$75K	0.4%
Vanguard Small Cap Index Mutual fund	Mutual Funds	—	—	$24K	0.1%
Vanguard Short Term Inflation Protected Securities Index Mutual fund	Mutual Funds	—	—	$22K	0.1%
Vanguard Target Retirement 2070 Fund Mutual fund	Mutual Funds	—	—	$21K	0.1%
Schwab Fundamental US Large Co Index Fund Mutual fund	Common Collective Trusts	—	—	$18K	0.1%
Principal High Yield Bond R6 Mutual fund	Other securities	—	—	$11K	<0.1%
Vanguard Mid Cap Value Mutual fund	Mutual Funds	—	—	$9K	<0.1%
MFS New Discovery Fund R6 Mutual fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard Energy Index Fund Mutual fund	Common Collective Trusts	—	—	$2K	<0.1%