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Original filing (PDF)20251007140127NAL0002728067001
CENTRAL VALLEY AG COOPERATIVE
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
920
Accounts w/ balance
1,373
Plan assets (EOY)
$66.3M
Net assets (EOY)
$66.2M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL VALLEY AG COOPERATIVE.
Plan sponsor
Name
CENTRAL VALLEY AG COOPERATIVE
EIN
47-0834827
Address
2803 NORTH NEBRASKA AVENUE · YORK, NE · 68467
Phone
(402) 362-8400
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 94-0675641 | — | NONE | $50K | — |
| CHARLES SCHWAB INVESTMENT MGMT | 94-3106735 | — | NONE | $10K | — |
| AGRI-INVEST, LLC | 16-1558455 | — | NONE | $9K | — |
Investments
18 direct securities · 1 pooled fund· $66.5M(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
$66.3M
18 holdings
Common Collective Trust
$268K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $14.8M | 22.3% | |
| Vanguard Total International Stock Index Institutional Mutual Fund Plus Shares | — | — | — | $11.1M | 16.8% | |
| Vanguard Small Cap Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $8.4M | 12.7% | |
| Pimco Total Return Fund Institutional Class Mutual Fund | — | — | — | $6.9M | 10.4% | |
| Co-op Stable Income Fund Common Collective Trust | — | — | — | $5.9M | 8.9% | |
| Vanguard Total Bond Market Index Institutional Mutual Fund | — | — | — | $5.7M | 8.6% | |
| New York Life Insurance Winslow Large Cap Growth R6 Mutual Fund | — | — | — | $3.0M | 4.5% | |
| Vanguard International Growth Admiral Class Mutual Fund | — | — | — | $2.2M | 3.3% | |
| T Rowe Price Mid-Cap Growth Fund Mutual Fund | — | — | — | $1.6M | 2.4% | |
| Vanguard Windsor II Admiral Shares Mutual Fund | — | — | — | $1.3M | 2.0% | |
| Vanguard Inflation Protected Secs Fund Institutional Shares Mutual Fund | — | — | — | $1.2M | 1.8% | |
| JP Morgan Mid-Cap Value R6 Mutual Fund | — | — | — | $1.0M | 1.5% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $884K | 1.3% | |
| Vanguard Wellington Admiral Shares Mutual Fund | — | — | — | $689K | 1.0% | |
| Allspring Special Small Cap Value Institutional Mutual Fund | — | — | — | $466K | 0.7% | |
| Notes receivable from participants Maturing 2025 to 2039 Interest rates 4.25% to 9.5% | — | — | — | $458K | 0.7% | |
| Dodge & Cox Institutional Stock X Fund Mutual Fund | — | — | — | $443K | 0.7% | |
| Artisan International Institutional Mutual Fund | — | — | — | $314K | 0.5% | |
| SHORT-TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $268K | 0.4% |
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