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Original filing (PDF)20250923133411NAL0005738993001
SEABOARD TRIUMPH FOODS, LLC
Form 5500
FILING_RECEIVED
RETIREMENT SAVINGS PLAN FOR SEABOARD TRIUMPH FOODS - MANAGEMENT
401(k) retirement plan
Active participants
573
Accounts w/ balance
340
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEABOARD TRIUMPH FOODS, LLC.
Plan sponsor
Name
SEABOARD TRIUMPH FOODS, LLC
EIN
47-4100663
Address
5555 SEABOARD TRIUMPH PKWY · SIOUX CITY, IA · 51111
Phone
(712) 226-7800
Industry
Manufacturingsee 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
2025-09-23
Pension benefit codes
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)
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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $16K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 56-0747891 | — | ACCOUNTANT | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICS,LL | 81-3968784 | — | OTHER | $2K | — |
Investments
25 direct securities · 2 pooled funds· $10.0M(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
$9.7M
25 holdings
Common Collective Trust
$228K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RTRMT 2045 BLD I MUTUAL FUNDS | — | — | $1.4M | $1.4M | 14.4% | |
| T ROWE PRICE RTRMT 2055 BLD I MUTUAL FUNDS | — | — | $1.3M | $1.4M | 13.8% | |
| T ROWE PRICE RTRMT 2035 BLD I MUTUAL FUNDS | — | — | $1.2M | $1.3M | 12.8% | |
| T ROWE PRICE RTRMT 2050 BLD I MUTUAL FUNDS | — | — | $941K | $989K | 9.9% | |
| T ROWE PRICE RTRMT 2060 BLD I MUTUAL FUNDS | — | — | $692K | $723K | 7.3% | |
| FEDERATED HERMES CPTL PRSV SP COMMON / COLLECTIVE TRUSTS 1 LOAN FUND LOANS | — | — | $617K | $617K | 6.2% | |
| T ROWE PRICE RTRMT 2040 BLD I MUTUAL FUNDS | — | — | $526K | $548K | 5.5% | |
| T ROWE PRICE RTRMT 2030 BLD I MUTUAL FUNDS | — | — | $434K | $448K | 4.5% | |
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | — | — | $317K | $352K | 3.5% | |
| ISHARES MSCI EAFE INTRNL IDX K MUTUAL FUNDS | — | — | $294K | $280K | 2.8% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $228K | $228K | 2.3% | |
| T ROWE PRICE RTRMT 2025 BLD I MUTUAL FUNDS | — | — | $183K | $188K | 1.9% | |
| T ROWE PRICE RTRMT 2065 BLD I MUTUAL FUNDS | — | — | $177K | $185K | 1.9% | |
| ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS | — | — | $172K | $175K | 1.8% | |
| AB LARGE CAP GROWTH FUND CL Z MUTUAL FUNDS | — | — | $169K | $174K | 1.7% | |
| ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS | — | — | $166K | $168K | 1.7% | |
| PUTNAM LARGE CAP VALUE FUND R6 MUTUAL FUNDS | — | — | $146K | $145K | 1.5% | |
| FIDELITY US BOND INDEX FUND MUTUAL FUNDS | — | — | $130K | $131K | 1.3% | |
| BAIRD CORE PLUS BOND FD MUTUAL FUNDS | — | — | $110K | $109K | 1.1% | |
| MFS INTERNATIONAL GROWTH R6 MUTUAL FUNDS | — | — | $98K | $94K | 0.9% | |
| JP MORGAN MID CAP GROWTH FD R6 MUTUAL FUNDS | — | — | $90K | $88K | 0.9% | |
| JANUS HENDERSON TRITON FUND N MUTUAL FUNDS | — | — | $90K | $85K | 0.9% | |
| T ROWE PRICE RTRMT 2015 BLD I MUTUAL FUNDS 54 T ROWE PRICE RTRMT 2020 BLD I MUTUAL FUNDS | — | — | $65K | $66K | 0.7% | |
| CAUSEWAY INTERNATIONAL VALUE MUTUAL FUNDS | — | — | $37K | $35K | 0.3% | |
| AMERICAN BEACON SML CAP R6 MUTUAL FUNDS | — | — | $32K | $31K | 0.3% | |
| JOHN HANCOCK DISCIPLIND VAL R6 MUTUAL FUNDS | — | — | $22K | $20K | 0.2% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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