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Original filing (PDF)20250919155738NAL0001133539001
CENTRAL DAKOTA FRONTIER COOPERATIVE
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
85
Accounts w/ balance
118
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Lessor or Similar Party par, or maturity value Cost Value Vanguard Institutional Index Fund Mutual Fund N/A" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL DAKOTA FRONTIER COOPERATIVE.
Plan sponsor
Name
CENTRAL DAKOTA FRONTIER COOPERATIVE
EIN
45-0224095
Address
P. O. BOX 300 · NAPOLEON, ND · 585610300
Phone
(701) 754-2252
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-09-19
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $29K | — |
Investments
18 direct securities · 1 pooled fund· $6.5M(96% 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
$6.5M
18 holdings
Common Collective Trust
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lessor or Similar Party par, or maturity value Cost Value Vanguard Institutional Index Fund Mutual Fund N/A | — | — | — | $1.8M | 26.3% | |
| Vanguard Total International Stock Index Admiral Mutual Fund N/A | — | — | — | $950K | 14.1% | |
| Vanguard Small Cap Index Institutional Mutual Fund N/A | — | — | — | $792K | 11.7% | |
| PIMCO Total Return Institutional Mutual Fund N/A | — | — | — | $620K | 9.2% | |
| Vanguard Wellington Admiral Mutual Fund N/A | — | — | — | $423K | 6.3% | |
| Vanguard International Growth Admiral Mutual Fund N/A | — | — | — | $407K | 6.0% | |
| Stable Value Collective Trust Fund (underlying investments include): N/A | — | — | — | $398K | 5.9% | |
| Vanguard Total Bond Market Index Institutional Mutual Fund N/A | — | — | — | $322K | 4.8% | |
| Vanguard Inflation Protected Securities Mutual Fund N/A | — | — | — | $243K | 3.6% | |
| Vanguard Windsor II Admiral Mutual Fund N/A | — | — | — | $216K | 3.2% | |
| NYLI Winslow Large Cap Growth Class Mutual Fund N/A | — | — | — | $85K | 1.3% | |
| T. Rowe Price Mid-Cap Growth Mutual Fund N/A | — | — | — | $71K | 1.1% | |
| Allspring Special Small Cap Value Institutional Mutual Fund N/A | — | — | — | $43K | 0.6% | |
| TransAmerica Premier Life Insurance Company Guaranteed Interest Maturing 2025 - 2029 at interest rates * Notes receivable from participants of 4.25% - 8.75% - | — | — | — | $42K | 0.6% | |
| JPMorgan Mid Cap Value Mutual Fund N/A | — | — | — | $37K | 0.6% | |
| Dodge & Cox International Stock Fund Mutual Fund N/A | — | — | — | $33K | 0.5% | |
| Artisan International Fund Mutual Fund N/A | — | — | — | $21K | 0.3% | |
| Vanguard Explorer Fund Mutual Fund N/A | — | — | — | $17K | 0.2% | |
| SHORT TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $14K | 0.2% |
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