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Original filing (PDF)20251006163156NAL0004018177001
MLF GROUP LLC
Form 5500
FILING_RECEIVED
BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
253
Accounts w/ balance
329
Plan assets (EOY)
$37.0M
Net assets (EOY)
$37.0M
How this plan invests
This plan
14 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Prin LifeTime Hybrid 2035 CIT Common/collective trust" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MLF GROUP LLC.
Plan sponsor
Name
MLF GROUP LLC
DBA
BIGFOOT BEVERAGES
EIN
75-3034559
Address
86776 MCVAY HIGHWAY · EUGENE, OR · 97405
Phone
(541) 685-2060
Industry
Wholesale Tradesee 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
2025-10-06
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)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
JONES & ROTH PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROEHL & YI INVESTMENTS ADVISORS | 93-1249395 | — | INVESTMENT ADVISORY | $52K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
| PENSION PLAN SPECIALISTS, PC | 26-1570786 | — | TPA | $6K | — |
Investments
18 direct securities · 14 pooled funds· $36.8M(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.
Common Collective Trust
$35.0M
14 holdings
Uncategorized
$1.8M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.2M | 30.3% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.0M | 18.8% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.5M | 12.1% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.8M | 10.2% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.5M | 6.8% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.0M | 5.3% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.7M | 4.7% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $820K | 2.2% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $664K | 1.8% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $451K | 1.2% | |
| Vanguard 500 Index Admiral Fund 0 | — | — | — | $331K | 0.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $213K | 0.6% | |
| Principal maturing 2025-2030 0 | — | — | — | $212K | 0.6% | |
| Unallocated insurance contracts * Principal Fixed Income Guaranteed Option Fixed Annuity Contract ** 18 * Participant loans 3.25 - 10.50% Interest - | — | — | — | $212K | 0.6% | |
| Great Gray Trust Company AB US LG CP GR CIT W SRS P1 0 | — | — | — | $203K | 0.5% | |
| AB US LARGE CAP GROWTH CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $203K | 0.5% | |
| Vanguard Equity-Income Admiral Fund Registered investment company | — | — | — | $158K | 0.4% | |
| AMG Yacktman I Fund Registered investment company | — | — | — | $151K | 0.4% | |
| Blackrock Systematic Multi-Strategy Fund Registered investment company ** 127 JP Morgan Mid Cap Value R6 Fund Registered investment company | — | — | — | $88K | 0.2% | |
| Vanguard Real Estate Index Fund Registered investment company | — | — | — | $75K | 0.2% | |
| Pimco Income Institutional Fund Registered investment company | — | — | — | $68K | 0.2% | |
| Vanguard Small Cap Index Adm Fund Registered investment company | — | — | — | $65K | 0.2% | |
| Registered investment companies American Funds Euro Pacific Growth R6 Fund Registered investment company | — | — | — | $57K | 0.2% | |
| Vanguard Ttl Bond Market Index Adm Fund Registered investment company | — | — | — | $45K | 0.1% | |
| American Funds American Funds New World R6 Fund 0 | — | — | — | $32K | <0.1% | |
| American Funds NewWorld R6 Registered investment company | — | — | — | $32K | <0.1% | |
| Vanguard Fed Money Mrkt Inv Fund Registered investment company ** 18 Vanguard Mid Cap Index Admiral Fund Registered investment company | — | — | — | $25K | <0.1% | |
| Pimco International Bond I Fund Registered investment company | — | — | — | $16K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2070 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $14K | <0.1% | |
| Vanguard Developed Markets Index Fund Registered investment company | — | — | — | $11K | <0.1% | |
| Blackrock High Yield Bond K Fund Registered investment company | — | — | — | $5K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $238 | <0.1% |
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