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Original filing (PDF)20250512115216NAL0011361859001
DIAMOND FOODS LLC
Form 5500
FILING_RECEIVED
DIAMOND FOODS INC, BARGAINING UNIT PENSION PLAN
Defined-benefit pension plan
Active participants
62
Accounts w/ balance
—
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIAMOND FOODS LLC.
Plan sponsor
Name
DIAMOND FOODS LLC
EIN
81-4577932
Address
1050 DIAMOND ST · STOCKTON, CA · 952057020
Phone
(209) 467-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-12
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | WACO, TX | TRUSTEE | $41K | — |
Investments
1 pooled fund· $558K(4% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINCIPAL/BLACKROCK SHORT TERM FD1 PRINCIPAL CUSTODY SOLUTIONS · EIN 42-1466678 / PN 001 | Common Collective Trust | $558K | 4.1% |