Original filing (PDF)20240920135519NAL0010528992001

NATIONAL BEEF PACKING COMPANY, LLC

Name: NATIONAL BEEF PACKING COMPANY, LLC — NATIONAL BEEF REPRESENTED EMPLOYEES SAVINGS PLAN, Form 5500 (2023)
Creator: NATIONAL BEEF PACKING COMPANY, LLC

Form 5500

FILING_RECEIVED

NATIONAL BEEF REPRESENTED EMPLOYEES SAVINGS PLAN

401(k) retirement plan

Signals · 1

~131 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

How this plan invests

This plan

23 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

131 bps in Schedule C fees — 153% above peer band of 52 bps.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL BEEF PACKING COMPANY, LLC.

Plan sponsor

Name

NATIONAL BEEF PACKING COMPANY, LLC

EIN

48-1129505

Address

12200 N AMBASSADOR DR · KANSAS CITY, MO · 641951244

Phone

(816) 713-8500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$29K	—

Investments

23 pooled funds· $0(0% 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.

Pooled Separate Account

22 holdings

Common Collective Trust

1 holding

Investment	Type	Current value	% of plan
PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$0	<0.1%
PRIN MIDCAP VALUE I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043	Pooled Separate Account	$0	<0.1%
PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$0	<0.1%
PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	$0	<0.1%
PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	$0	<0.1%
PRIN LARGECAP VALUE III SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2020 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2020 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2040 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2050 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME STRAT INC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2015 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2025 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2035 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2045 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2055 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114	Pooled Separate Account	$0	<0.1%
PRIN EQUITY INCOME PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120	Pooled Separate Account	$0	<0.1%
PRIN INTL EQUITY INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2060 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME 2065 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173	Pooled Separate Account	$0	<0.1%
PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	$0	<0.1%
PRIN MIDCAP GROWTH SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021	Pooled Separate Account	$0	<0.1%
PRIN CORE PLUS BOND SEP ACT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	$0	<0.1%