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Original filing (PDF)20250415132612NAL0003365857001
NATIONAL FRUIT PRODUCT CO., INC.
Form 5500
FILING_RECEIVED
PENSION PLAN FOR EMPLOYEES OF NATIONAL FRUIT PRODUCT COMPANY, INC.
Defined-benefit pension plan
Signals · 1
~106 bps in Sched C fees
Active participants
39
Accounts w/ balance
—
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 collective trust
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)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 106 bps in Schedule C fees — 265% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 FRUIT PRODUCT CO., INC..
Plan sponsor
Name
NATIONAL FRUIT PRODUCT CO., INC.
EIN
54-0315385
Address
P.O. BOX 2040 · WINCHESTER, VA · 226041240
Phone
(540) 662-3401
Industry
Manufacturingsee all
Plan administrator
Name
PENSION COMMITTEE
EIN
54-1020392
City
WINCHESTER, VA
Phone
(540) 662-3401
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YOUNT, HYDE & BARBOUR, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 23-2384840 | — | NONE | $140K | — |
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | NONE | $29K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $10K | — |
Investments
1 pooled fund· $11K(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GLOBAL ALLOCATION FUND GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783885 / PN 940 | Common Collective Trust | $11K | <0.1% |