Back to filter
Original filing (PDF)20250730161138NAL0007034448001
CSS FARMS, LLC
Form 5500
FILING_RECEIVED
CSS FARMS, LLC 401K PLAN
401(k) retirement plan
Active participants
299
Accounts w/ balance
319
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSS FARMS, LLC.
Plan sponsor
Name
CSS FARMS, LLC
EIN
46-0437639
Address
5911 2ND AVE W · KEARNEY, NE · 68847
Phone
(605) 886-2577
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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
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 | $28K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $24K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
31 direct securities · 1 pooled fund· $17.7M(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
$17.5M
31 holdings
Common Collective Trust
$129K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund Institutional Premium Mutual Fund | — | — | — | $3.5M | 19.8% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Mutual Fund | — | — | — | $1.9M | 10.6% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Mutual Fund | — | — | — | $1.7M | 9.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.6M | 8.8% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Mutual Fund | — | — | — | $1.5M | 8.8% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Mutual Fund | — | — | — | $1.4M | 8.1% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Mutual Fund | — | — | — | $982K | 5.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $805K | 4.6% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $691K | 3.9% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Mutual Fund | — | — | — | $493K | 2.8% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $426K | 2.4% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Mutual Fund | — | — | — | $362K | 2.1% | |
| 8.5% | — | — | — | $279K | 1.6% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Mutual Fund | — | — | — | $263K | 1.5% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $259K | 1.5% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Mutual Fund | — | — | — | $249K | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $216K | 1.2% | |
| JPMorgan Global Bond Opportunities Fund Class R6 Mutual Fund 95 JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $162K | 0.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $129K | 0.7% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $127K | 0.7% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Mutual Fund | — | — | — | $120K | 0.7% | |
| Loomis Sayles Core Plus Bond Fund Class N Mutual Fund | — | — | — | $100K | 0.6% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Fund | — | — | — | $96K | 0.5% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Mutual Fund | — | — | — | $84K | 0.5% | |
| Fidelity Freedom Index Income Fund Institutional Premium Mutual Fund | — | — | — | $54K | 0.3% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $38K | 0.2% | |
| DFA Global Real Estate Securities Portfolio Mutual Fund | — | — | — | $27K | 0.2% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund | — | — | — | $25K | 0.1% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Institutional Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Mutual Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Agriculture, Forestry, Fishing, Hunting plans
SKYVIEW COOLING COMPANY
SKYVIEW COOLING COMPANY 401(K) PROFIT SHARING PLAN
$17.7M · 707 participants
RIO FARMS , LLC
RIO GILL 401(K) PLAN & TRUST
$17.3M · 801 participants
AG-SEEDS UNLIMITED
AG-SEEDS 401K PROFIT SHARING PLAN
$16.8M · 27 participants
MERRILL FARMS, LLC
MERRILL FARMS, LLC RETIREMENT PLAN & TRUST
$16.8M · 218 participants
SUN AND SANDS ENTERPRISES, LLC
SUN AND SANDS ENTERPRISES PROFIT SHARING AND 401(K) PLAN
$14.9M · 112 participants
PETER RABBIT FARMS
PETER RABBIT FARMS 401(K) AND PROFIT SHARING PLAN
$14.9M · 21 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants