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Original filing (PDF)20250812120843NAL0004319827001
HOLLY POULTRY, INC.
Form 5500
FILING_RECEIVED
HOLLY POULTRY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
184
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLLY POULTRY, INC..
Plan sponsor
Name
HOLLY POULTRY, INC.
EIN
52-1768151
Address
2221 BERLIN STREET · BALTIMORE, MD · 21230
Phone
(410) 727-6210
Industry
Manufacturingsee 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
2025-08-12
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities · 1 pooled fund· $12.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.8M
28 holdings
Pooled Separate Account
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.0M | 86.2% | |
| Voya JPMorgan Lrg Cp Growth Fund R6 | — | — | — | $1.0M | 14.9% | |
| Voya Vanguard 500 Index Fund Adm | — | — | — | $891K | 12.7% | |
| Voya Retirement Insurance * and Annuity Company Voya Fixed Account | — | — | — | $781K | 11.1% | |
| Voya MFS Value Fund R6 | — | — | — | $547K | 7.8% | |
| Voya Index Solution 2050 Portfolio Z | — | — | — | $531K | 7.6% | |
| Voya Vanguard Total Intl Stk Index Fd Adm | — | — | — | $425K | 6.1% | |
| Voya Index Solution 2030 Portfolio Z | — | — | — | $275K | 3.9% | |
| Voya Index Solution 2055 Portfolio Z | — | — | — | $275K | 3.9% | |
| Voya Vanguard Small-Cap Index Fund Adm | — | — | — | $260K | 3.7% | |
| Voya Index Solution 2040 Portfolio Z | — | — | — | $245K | 3.5% | |
| Voya Vanguard Mid-Cap Index Fund Adm | — | — | — | $243K | 3.5% | |
| Voya Pioneer Fundamental Growth Fund K | — | — | — | $209K | 3.0% | |
| Voya BlackRock High Yield Bond Port K | — | — | — | $188K | 2.7% | |
| Voya Vanguard Total Bnd Mrkt Ind F Adm | — | — | — | $184K | 2.6% | |
| Voya DFA Emerging Markets Core Eqty Port Inst | — | — | — | $169K | 2.4% | |
| Voya DFA Global Real Estate Sec Port Inst | — | — | — | $96K | 1.4% | |
| Voya Index Solution 2025 Portfolio Z | — | — | — | $88K | 1.3% | |
| Voya Inv OppIntl Growth Fund R6 | — | — | — | $83K | 1.2% | |
| Voya Index Solution 2060 Portfolio Z | — | — | — | $71K | 1.0% | |
| Voya Index Solution 2035 Portfolio Z | — | — | — | $54K | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $38K | 0.5% | |
| Voya Index Solution 2065 Portfolio Z | — | — | — | $28K | 0.4% | |
| Voya Vanguard LifeStrat Growth Fd Inv | — | — | — | $17K | 0.2% | |
| Voya Vanguard LifeStrat Med Growth Fd Inv | — | — | — | $16K | 0.2% | |
| Voya Invesco Floating Rate ESG F R6 | — | — | — | $14K | 0.2% | |
| Voya DFA Inflat-Prot Securities Port Inst | — | — | — | $10K | 0.1% | |
| Voya Gov Money Mkt Fnd A | — | — | — | $9K | 0.1% | |
| Voya Vanguard LifeStrat Inc Fd Inv | — | — | — | $3K | <0.1% |
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