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Original filing (PDF)20260109135118NAL0010202193001
CENTRAL VALLEY AG
Form 5500
FILING_RECEIVED
THE MODIFIED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
Defined-benefit pension plan
Active participants
87
Accounts w/ balance
—
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
17 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
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL VALLEY AG.
Plan sponsor
Name
CENTRAL VALLEY AG
EIN
47-0834827
Address
PO BOX 429 · YORK, NE · 68467
Phone
(402) 362-0253
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
ASSOCIATED BENEFITS CORPORATION
EIN
42-1279416
City
WEST DES MOINES, IA
Phone
(515) 226-0303
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-09
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $25K | — |
| MERCER | 13-2934414 | — | NONE | $15K | — |
Investments
7 direct securities · 10 pooled funds· $29.3M(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.
Common Collective Trust
$17.7M
10 holdings
Uncategorized
$11.6M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TCW MetWest Total Return Bond Fund Class I Mutual Fund 433,145 shares | — | — | $4.4M | $3.9M | 13.4% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $3.7M | $3.9M | 13.4% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $3.6M | $3.9M | 13.2% | |
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $1.2M | $2.7M | 9.1% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $896K | $1.8M | 6.1% | |
| Invesco Oppenheimer International Growth R6 Fund Mutual Fund 401,971 shares | — | — | $2.0M | $1.8M | 6.0% | |
| Fidelity Real Estate Index Fund Mutual Fund 106,735 shares | — | — | $1.6M | $1.8M | 6.0% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $949K | $1.5M | 5.3% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund Mutual Fund 160,747 shares | — | — | $1.2M | $1.2M | 4.3% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund 148,969 shares | — | — | $1.3M | $1.2M | 4.1% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $730K | $1.2M | 4.0% | |
| American Funds Europacific Growth R6 Fund Mutual Fund 20,483 shares | — | — | $1.1M | $1.1M | 3.8% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $545K | $880K | 3.0% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $339K | $785K | 2.7% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $532K | $777K | 2.6% | |
| Fidelity Emerging Markets Index Fund Mutual Fund 53,505 shares | — | — | $553K | $582K | 2.0% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $300K | $300K | 1.0% |
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