Original filing (PDF)20251015130910NAL0006354112001

HERITAGE FARMS, LLC

Name: HERITAGE FARMS, LLC — HERITAGE FARMS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE FARMS, LLC

Form 5500-SF

FILING_RECEIVED

HERITAGE FARMS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

114

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE FARMS, LLC.

Plan sponsor

Name

HERITAGE FARMS, LLC

EIN

47-3237443

Address

610 HOLTON ROAD · EL CENTRO, CA · 92243

Phone

(760) 756-8026

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

REVOLUTION FARMS LLC

REVOLUTION FARMS LLC 401(K) P/S PLAN

$167K · 33 participants

CITY ROOTS FARM

CITY ROOTS 401(K)

$161K · 12 participants

JL WILLIAMS

ROLLING HILLS RANCH 401(K) PROFIT SHARING PLAN

$160K · 4 participants

ZAIBATSU, INC.

ZAIBATSU GROUP 401(K) PLAN

$172K · 4 participants

SMITHS FARM, INC.

SMITH'S FARM 401(K) PLAN

$155K · 55 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 10% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.