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Original filing (PDF)20251015083943NAL0002033379001
CAVINESS BEEF PACKERS LTD
Form 5500
FILING_RECEIVED
CAVINESS BEEF PACKERS LTD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
921
Accounts w/ balance
858
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAVINESS BEEF PACKERS LTD.
Plan sponsor
Name
CAVINESS BEEF PACKERS LTD
EIN
75-2966835
Address
PO BOX 31117 · AMARILLO, TX · 79120
Phone
(806) 372-5781
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHNSON & SHELDON, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities· $22.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement Fund 2030 | — | — | — | $3.6M | 16.5% | |
| American Funds Target Date Retirement Fund 2035 | — | — | — | $2.4M | 11.0% | |
| American Funds Target Date Retirement Fund 2040 | — | — | — | $2.2M | 9.9% | |
| American Funds Target Date Retirement Fund 2045 | — | — | — | $2.1M | 9.5% | |
| American Funds Target Date Retirement Fund 2025 | — | — | — | $1.8M | 8.3% | |
| American Funds Target Date Retirement Fund 2050 | — | — | — | $1.5M | 6.7% | |
| American Funds Target Date Retirement Fund 2055 | — | — | — | $1.4M | 6.5% | |
| American Funds Target Date Retirement Fund 2060 | — | — | — | $1.2M | 5.5% | |
| American Funds Target Date Retirement Fund 2020 | — | — | — | $1.1M | 5.1% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $814K | 3.7% | |
| American Funds Target Date Retirement Fund 2065 | — | — | — | $591K | 2.7% | |
| American Funds Fundamental Investors | — | — | — | $558K | 2.5% | |
| American Funds Growth Fund of America | — | — | — | $522K | 2.4% | |
| American Funds Money Market Fund | — | — | — | $488K | 2.2% | |
| American Funds Target Date Retirement Fund 2015 | — | — | — | $341K | 1.5% | |
| American Funds Investment Company of America | — | — | — | $219K | 1.0% | |
| American Funds AMCAP | — | — | — | $202K | 0.9% | |
| American Funds Small Cap World Fund | — | — | — | $194K | 0.9% | |
| American Funds Capital Income Builder | — | — | — | $189K | 0.9% | |
| American Funds Eupac Fund | — | — | — | $110K | 0.5% | |
| American Funds Bond Fund of America | — | — | — | $84K | 0.4% | |
| American Funds Global Growth Portfolio | — | — | — | $84K | 0.4% | |
| American Funds Income Fund of America | — | — | — | $47K | 0.2% | |
| American Funds Moderate Growth and Income Fund | — | — | — | $33K | 0.2% | |
| American Funds Growth Portfolio | — | — | — | $26K | 0.1% | |
| American Funds Conservative Growth and Income Fund | — | — | — | $23K | 0.1% | |
| American Funds US Government Securities | — | — | — | $11K | <0.1% | |
| American Funds Preservation Portfolio 632 * American Funds Target Date Retirement Fund 2070 | — | — | — | $8K | <0.1% | |
| American Funds Capital World Bond Fund | — | — | — | $3K | <0.1% | |
| American Funds Target Date Retirement Fund 2010 | — | — | — | $3K | <0.1% |
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