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Original filing (PDF)20250807094844NAL0003613251001
INTERMOUNTAIN NUTRITION LLC
Form 5500
FILING_RECEIVED
INTERMOUNTAIN NUTRITION LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~228 bps in Sched C fees
Active participants
326
Accounts w/ balance
270
Plan assets (EOY)
$987K
Net assets (EOY)
$987K
How this plan invests
This plan
13 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 228 bps in Schedule C fees — modestly above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERMOUNTAIN NUTRITION LLC.
Plan sponsor
Name
INTERMOUNTAIN NUTRITION LLC
EIN
46-2224436
Address
1851 W. UTAH AVE · PAYSON, UT · 84651
Phone
(801) 788-4350
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $16K | — |
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL | 59-2937883 | — | INVESTMENT ADV-PLAN | $5K | — |
Investments
13 pooled funds· $985K(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $205K | 20.7% | |
| MYWAYRETIREMENT INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $180K | 18.2% | |
| MYWAYRETIREMENT INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $106K | 10.7% | |
| MYWAYRETIREMENT INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $99K | 10.1% | |
| MYWAYRETIREMENT INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $95K | 9.7% | |
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 066 | Pooled Separate Account | — | — | $92K | 9.3% | |
| MYWAYRETIREMENT INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $83K | 8.4% | |
| MYWAYRETIREMENT INDEX 2065 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $80K | 8.1% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $39K | 4.0% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $5K | 0.5% | |
| BLACKROCK RUSSELL 2000 INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 054 | Pooled Separate Account | — | — | $576 | <0.1% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 357 | Pooled Separate Account | — | — | $570 | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 053 | Pooled Separate Account | — | — | $496 | <0.1% |
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