Original filing (PDF)20260114105328NAL0020694944001

Suiza Dairy Corp.

Name: Suiza Dairy Corp. — Plan de Participacion de, Form 5500 (2024)
Creator: Suiza Dairy Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Plan de Participacion de Ganancias PARA Los Empleados de Suiza Dairy Y SUS Afiliadas

401(k) retirement plan · Suiza Dairy Corp.'s Plan de Participacion de Ganancias PARA Los Empleados de Suiza Dairy Y SUS Afiliadas held $18.0M in plan assets for 284 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late filing · 1.9 moLate participant contributions

Active participants

284

Accounts w/ balance

617

Plan assets (EOY)

$18.0M

Net assets (EOY)

$18.0M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Filed 1.9 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 44K (3% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUIZA DAIRY CORP..

Plan sponsor

Name

SUIZA DAIRY CORP.

EIN

66-0617827all filings

Address

PO BOX 363207 · SAN JUAN, PR · 009363207

Phone

(787) 792-7300

Industry

Manufacturing

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

2026-01-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3C · Not intended to be qualified

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

RODRIGUEZ-SANABRIA & CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY F	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENT FINANCIAL GROUP LLC	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$56K	—

Investments

29 direct securities· $18.0M(100% of reported assets)

Mutual Funds

$10.5M

19 holdings

Other securities

$5.0M

8 holdings

Common Collective Trusts

$2.4M

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
FULLY BENEFIT-RESPONSIVE INVESTMENT CONTRACT * KEY GUARANTEED PORTFOLIO FUND	Other securities	—	—	$3.5M	19.7%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES DODGE & COX INTERNATIONAL STOCK	Mutual Funds	—	—	$2.4M	13.6%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD 500 INDEX ADMIRAL	Common Collective Trusts	—	—	$2.4M	13.5%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES PIMCO INCOME INSTL	Mutual Funds	—	—	$1.9M	10.6%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD VALUE INDEX	Mutual Funds	—	—	$1.5M	8.4%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD STRATEGIC EQUITY INV	Mutual Funds	—	—	$1.1M	6.1%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES NUVEEN CORE BOND PREMIER	Mutual Funds	—	—	$932K	5.2%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD STRATEGIC SMALL CAP EQUITY	Mutual Funds	—	—	$787K	4.4%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES JP MORGAN RESEARCH ENHANCED EQ	Other securities	—	—	$602K	3.3%
LOANS NOTES RECEIVABLE FROM PARTICIPANTS	Other securities	—	—	$495K	2.8%
ALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES NUVEEN REAL ESTATE SEC SELECT PREM	Mutual Funds	—	—	$365K	2.0%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT INCOME	Mutual Funds	—	—	$315K	1.8%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT 2045	Mutual Funds	—	—	$250K	1.4%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES MASS MUTUAL SELECT MID CAP GR EQ II	Other securities	—	—	$231K	1.3%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES AMERICAN FUNDS MODERATE GI PORTFOLI	Mutual Funds	—	—	$181K	1.0%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT 2040	Mutual Funds	—	—	$164K	0.9%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES BLACKROCK HIGH YIELD BOND INSTL 824 VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES AB LARGE CAP GROWTH I	Other securities	—	—	$156K	0.9%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT 2025	Mutual Funds	—	—	$139K	0.8%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT 2050	Mutual Funds	—	—	$129K	0.7%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT 2035	Mutual Funds	—	—	$117K	0.6%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES DFA INFLATION-PROTECTED SECURITIES	Mutual Funds	—	—	$72K	0.4%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT 2030	Mutual Funds	—	—	$56K	0.3%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT 2055	Mutual Funds	—	—	$44K	0.2%
FORFEITURES	Other securities	—	—	$6K	<0.1%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD SMALL CAP GROWTH INDEX	Mutual Funds	—	—	$3K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%
VALUE OF INTEREST IN REGISTERED INVESTMENT COMPANIES VANGUARD TARGET RETIREMENT 2060	Mutual Funds	—	—	$2K	<0.1%