Original filing (PDF)20250820094347NAL0005369232001

Tennessee Farmers Cooperative

Name: Tennessee Farmers Cooperative — Co-OP Pension Plan, Form 5500 (2024)
Creator: Tennessee Farmers Cooperative
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Co-OP Pension Plan

401(k) retirement plan · Tennessee Farmers Cooperative's Co-OP Pension Plan held $406.0M in plan assets for 3,289 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

3,289

Accounts w/ balance

3,331

Plan assets (EOY)

$406.0M

Net assets (EOY)

$406.0M

How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1968K (8% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TENNESSEE FARMERS COOPERATIVE.

Plan sponsor

Name

TENNESSEE FARMERS COOPERATIVE

EIN

all filings

Address

180 OLD NASHVILLE HIGHWAY · LAVERGNE, TN · 370861983

Phone

(615) 793-8011

Industry

Farm Supplies Merchant Wholesalers· Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2U · Association Retirement Plan

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$210K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIME CAPITAL INVESTMENT ADVISORS	82-1364595	—	ADVISOR	$105K	—

Investments

44 direct securities · 1 pooled fund· $406.0M(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.

Mutual Funds

$237.1M

25 holdings

Common Collective Trusts

$93.3M

8 holdings

Other securities

$71.0M

10 holdings

Bonds / Notes

$4.7M

1 holding

Common Collective Trust

1 holding

					% of plan
Fidelity Government Money Market Fund "	Mutual Funds	—	—	$50.9M	12.5%
Fidelity 500 Index Fund "	Common Collective Trusts	—	—	$40.5M	10.0%
Fidelity International Index Fund "	Common Collective Trusts	—	—	$24.0M	5.9%
Fidelity Freedom Index 2030 Fund "	Mutual Funds	—	—	$23.7M	5.8%
Fidelity Freedom Index 2035 Fund "	Mutual Funds	—	—	$20.3M	5.0%
Fidelity Freedom Index 2025 Fund "	Mutual Funds	—	—	$18.5M	4.6%
Vanguard Short Term Investment Fund "	Mutual Funds	—	—	$18.3M	4.5%
PGIM Total Return Bond Fund "	Other securities	—	—	$17.3M	4.3%
Fidelity Freedom Index 2040 Fund "	Mutual Funds	—	—	$17.3M	4.3%
JPMorgan Large Cap Growth Fund "	Other securities	—	—	$17.2M	4.2%
Fidelity Freedom Index 2045 Fund "	Mutual Funds	—	—	$16.6M	4.1%
Voya Intermediate Bond Fund "	Other securities	—	—	$15.9M	3.9%
Fidelity Mid Cap Index Fund "	Common Collective Trusts	—	—	$14.8M	3.7%
Vanguard Equity Income Admiral Fund "	Mutual Funds	—	—	$11.8M	2.9%
Morgan Stanley International Advantage Fund "	Other securities	—	—	$8.0M	2.0%
Fidelity Freedom Index 2050 Fund "	Mutual Funds	—	—	$7.9M	1.9%
Fidelity Freedom Index 2020 Fund "	Mutual Funds	—	—	$7.5M	1.8%
American Funds New World Fund "	Mutual Funds	—	—	$7.1M	1.7%
Fidelity Small Cap Index Fund "	Common Collective Trusts	—	—	$6.7M	1.6%
JP Morgan Emerging Markets Equity R6 Fund "	Other securities	—	—	$6.5M	1.6%
Fidelity Freedom Index 2055 Fund "	Mutual Funds	—	—	$6.3M	1.5%
Participant Loans (4.25% - 9.50%) -	Bonds / Notes	—	—	$4.7M	1.2%
Fidelity Freedom Index 2015 Fund "	Mutual Funds	—	—	$4.1M	1.0%
Vanguard Inflation-Protected Security Fund "	Mutual Funds	—	—	$3.7M	0.9%
Fidelity Freedom Index 2060 Fund "	Mutual Funds	—	—	$3.5M	0.9%
Fidelity Freedom Index 2065 Fund "	Mutual Funds	—	—	$3.3M	0.8%
Vanguard REIT Index Fund "	Common Collective Trusts	—	—	$3.0M	0.7%
Vanguard High Yield Corporate Fund "	Mutual Funds	—	—	$2.9M	0.7%
Vanguard SC Admiral Fund "	Mutual Funds	—	—	$2.6M	0.7%
Vanguard Windsor II Fund "	Mutual Funds	—	—	$2.6M	0.6%
Vanguard MC Admiral Fund "	Mutual Funds	—	—	$2.3M	0.6%
Fidelity Freedom Index 2010 Fund "	Mutual Funds	—	—	$2.3M	0.6%
JPMorgan Mid Cap Growth Fund "	Other securities	—	—	$2.0M	0.5%
Vanguard Mid Cap Index Fund "	Common Collective Trusts	—	—	$1.7M	0.4%
Vanguard Small-Cap Index Fund "	Common Collective Trusts	—	—	$1.6M	0.4%
BlackRock High Yield Bond Portfolio Fund "	Other securities	—	—	$1.5M	0.4%
Fidelity Freedom Index Income Fund "	Mutual Funds	—	—	$1.4M	0.3%
T. Rowe Price Mid-Cap Value Fund "	Other securities	—	—	$1.4M	0.3%
Vanguard Short Term Inflation-Protected Fund "	Mutual Funds	—	—	$1.2M	0.3%
American Century Small Cap Value Fund Mutual fund	Other securities	—	—	$1.1M	0.3%
Vanguard Total International Stock Index Fund "	Common Collective Trusts	—	—	$1.0M	0.3%
DFA US Small Cap Value Fund "	Mutual Funds	—	—	$839K	0.2%
Cohen & Steers Global Realty Fund "	Other securities	—	—	$229K	<0.1%
Fidelity Freedom Index 2070 Fund "	Mutual Funds	—	—	$106K	<0.1%
GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001	Common Collective Trust	—	—	$0	<0.1%