How big is Phillips Farms, LLC's plan?

Phillips Farms, LLC's plan reported $14.5M in assets and 171 participants for 2024.

Original filing (PDF)20251015060403NAL0007940338001

Phillips Farms, LLC

Name: Phillips Farms, LLC — Phillips Farms, LLC 401(k), Form 5500 (2024)
Creator: Phillips Farms, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Phillips Farms, LLC 401(k) Plan

401(k) retirement plan · Phillips Farms, LLC's Phillips Farms, LLC 401(k) Plan held $14.5M in plan assets for 171 participants in 2024, with ADP as recordkeeper.

Active participants

171

Accounts w/ balance

124

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

People on this filing

Lorene Bowling signed Phillips Farms, LLC's 2024 Form 5500 as plan administrator.

Lorene Bowling — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phillips Farms, LLC's EIN is 68-0466748.

EIN 68-0466748

Plan number 001

Plan year 2024

ACK ID 20251015060403NAL0007940338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips Farms, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Farms, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS FARMS, LLC.

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

PHILLIPS FARMS, LLC

EIN

all filings

Address

4580 WEST HIGHWAY 12 · LODI, CA · 95242

Phone

(209) 368-7384

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

2025-10-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$1K	—

Investments

40 direct securities· $14.5M(100% of reported assets)

Other securities

$5.8M

11 holdings

Common Collective Trusts

$4.2M

12 holdings

Mutual Funds

$3.4M

14 holdings

Registered Investment Companies

$1.0M

1 holding

Common Stocks

$152K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
Vanguard 500 Index Fund - Adm Mutual fund	Common Collective Trusts	—	—	$1.4M	9.6%
Vang Tot Stk Mkt Idx - Admiral Mutual fund	Common Collective Trusts	—	—	$1.3M	8.6%
Van Target Retire 2035 Mutual fund	Other securities	—	—	$1.1M	7.4%
Van Target Retire 2025 Mutual fund	Other securities	—	—	$1.0M	7.2%
Van Target Retire 2045 Mutual fund	Other securities	—	—	$1.0M	7.1%
Vanguard Federal Mm Inv Mutual fund	Mutual Funds	—	—	$1.0M	7.0%
VANGUARD INFO TECH IDX ADMIRAL	Registered Investment Companies	—	—	$1.0M	6.9%
Van Target Retire 2040 Mutual fund	Other securities	—	—	$836K	5.8%
Van Target Retire 2050 Mutual fund	Other securities	—	—	$798K	5.5%
Vanguard Tot Intl Stk Ind }-.cL'Il Mutual fund	Mutual Funds	—	—	$733K	5.0%
Van Target Retire 2055 Mutual fund	Other securities	—	—	$505K	3.5%
Van Target Retire 2030 Mutual fund	Other securities	—	—	$390K	2.7%
Vanguard Tot Bnd Mkt Ind - Adm Mutual fund	Mutual Funds	—	—	$334K	2.3%
Vanguard Midcap Growth Idx Adm Mutual fund	Common Collective Trusts	—	—	$318K	2.2%
Vanguard Bal Idx-Adm Mutual fund	Common Collective Trusts	—	—	$284K	2.0%
Vanguard Industrials Indx Adm Mutual fund	Mutual Funds	—	—	$240K	1.7%
Vanguard Small Cap Index Admrl Mutual fund	Mutual Funds	—	—	$231K	1.6%
Vanguard Growth Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$223K	1.5%
Vanguard Emg Mkts Stk Idx Adm Mutual fund	Common Collective Trusts	—	—	$217K	1.5%
Vanguard Health Care Index Adm Mutual fund	Mutual Funds	—	—	$215K	1.5%
Vanguard Real Estate Index Adm Mutual fund	Mutual Funds	—	—	$184K	1.3%
Vanguard Sm Cp Gr Idx -Admiral Mutual fund	Common Collective Trusts	—	—	$152K	1.0%
Van Target Retire Inc Mutual fund	Common Stocks	—	—	$152K	1.0%
Vanguard Sm Cap Val Index Adm Mutual fund	Mutual Funds	—	—	$133K	0.9%
Van Targ Retire 2060 Mutual fund	Other securities	—	—	$104K	0.7%
Vanguard Mid Cap Value Ind Adm Mutual fund	Mutual Funds	—	—	$99K	0.7%
Vanguard Value Index Fund Admr Mutual fund	Common Collective Trusts	—	—	$98K	0.7%
Vanguard Total Intl Bd Idx Adm Mutual fund	Common Collective Trusts	—	—	$87K	0.6%
Vanguard Materials Index Adm Mutual fund	Mutual Funds	—	—	$66K	0.5%
Vanguard Util Idx Adm Mutual fund	Common Collective Trusts	—	—	$65K	0.4%
Vanguard Energy Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$60K	0.4%
Vanguard Long Term Inv Gr Adm Mutual fund	Mutual Funds	—	—	$48K	0.3%
Vanguard Financials Index Adm Mutual fund	Mutual Funds	—	—	$47K	0.3%
Vanguard Mid Cap Index -Adm Mutual fund	Mutual Funds	—	—	$37K	0.3%
Vanguard Sh Term Bd Index Adm Mutual fund	Mutual Funds	—	—	$27K	0.2%
Vanguard Comm Svc Idx Adm Mutual fund	Common Collective Trusts	—	—	$25K	0.2%
Van Target Retire 2020 Mutual fund	Other securities	—	—	$8K	<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%