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Original filing (PDF)20250730141932NAL0001995427001
PRESTAGE FARMS, INC.
Form 5500
FILING_RECEIVED
PRESTAGE FARMS EMPLOYEES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,343
Accounts w/ balance
2,446
Plan assets (EOY)
$96.8M
Net assets (EOY)
$96.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 98% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESTAGE FARMS, INC..
Plan sponsor
Name
PRESTAGE FARMS, INC.
EIN
56-1368357
Address
4561 TAYLORS BRIDGE HIGHWAY · P. O. BOX 438 · CLINTON, NC · 28328
Phone
(910) 596-5757
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
2025-07-30
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)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
FROST, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 04-3046611 | — | INVESTMENT ADVISORY | $55K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $252K | — |
Investments
26 direct securities · 8 pooled funds· $99.1M(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
$92.6M
26 holdings
Common Collective Trust
$6.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Fund 2025 Target Date Retirement Fund | — | — | — | $17.1M | 17.7% | |
| American Funds American Fund 2030 Target Date Retirement Fund | — | — | — | $13.9M | 14.4% | |
| American Funds American Fund 2020 Target Date Retirement Fund | — | — | — | $11.5M | 11.8% | |
| American Funds American Fund 2035 Target Date Retirement Fund | — | — | — | $8.0M | 8.3% | |
| American Funds American Fund 2040 Target Date Retirement Fund | — | — | — | $6.7M | 6.9% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $5.2M | 5.3% | |
| American Funds American Fund 2015 Target Date Retirement Fund | — | — | — | $4.8M | 4.9% | |
| American Funds American Fund 2045 Target Date Retirement Fund | — | — | — | $4.0M | 4.1% | |
| American Funds American Fund 2050 Target Date Retirement Fund | — | — | — | $3.9M | 4.1% | |
| JP Morgan Large Cap | — | — | — | $3.6M | 3.7% | |
| American Funds New Perspective Fund | — | — | — | $3.5M | 3.6% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.1M | 3.2% | |
| American Funds American Fund 2055 Target Date Retirement Fund | — | — | — | $2.2M | 2.3% | |
| Investments Mutual funds American Funds American Balanced Fund | — | — | — | $1.6M | 1.7% | |
| Vanguard Group Small Cap Index Fund | — | — | — | $1.3M | 1.3% | |
| PIMCO Funds Stable Income Fund II | — | — | — | $1.2M | 1.2% | |
| PIMCO STABLE INC FD II FDRS CL SEI TRUST COMPANY · EIN 99-1448910 / PN 181 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| American Funds American Fund 2060 Target Date Retirement Fund | — | — | — | $1.2M | 1.2% | |
| Great Gray Trust Company EuroPacific Growth Fund | — | — | — | $1.1M | 1.1% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $923K | 1.0% | |
| American Funds The Bond Fund of America | — | — | — | $759K | 0.8% | |
| PIMCO Funds Income Fund | — | — | — | $462K | 0.5% | |
| American Funds American Fund 2010 Target Date Retirement Fund | — | — | — | $214K | 0.2% | |
| American Funds American Fund 2065 Target Date Retirement Fund | — | — | — | $192K | 0.2% | |
| PRIN/CAUS INTL VALUE CIT N SEI TRUST COMPANY · EIN 47-6375784 / PN 001 | Common Collective Trust | — | — | $150K | 0.2% | |
| Fidelity Investments Total International Index Fund | — | — | — | $129K | 0.1% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $66K | <0.1% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $46K | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $33K | <0.1% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $14K | <0.1% | |
| (E) | — | — | — | $14K | <0.1% | |
| Principal Funds Diversified Real Asset | — | — | — | $10K | <0.1% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |