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Original filing (PDF)20250702124347NAL0019821264001
J.R. SIMPLOT COMPANY
Form 5500
FILING_RECEIVED
SIMPLOT RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
9,014
Accounts w/ balance
12,362
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
16 pooled trusts
Schedule D
24 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.R. SIMPLOT COMPANY.
Plan sponsor
Name
J.R. SIMPLOT COMPANY
EIN
82-0196611
Address
1099 W. FRONT STREET · BOISE, ID · 83702
Phone
(208) 336-2110
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE J.R. SIMPLOT COMPANY
EIN
82-6044552
City
BOISE, ID
Phone
(208) 336-2110
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | 52-1714114 | — | RECORDKEEPER/TRUSTEE | $460K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERUS | 94-3194697 | — | CONSULTANT | $108K | — |
| QDRO CONSULTANTS | 34-1820650 | — | CONSULTANT | $9K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE | $943 | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | 47-5324976 | — | MANAGED ACCOUNT PROVIDER | $330K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $23K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWLEY, TROXELL ENNIS & HAWLEY LLP | 82-0259668 | — | LEGAL | $9K | — |
Investments
9 direct securities · 16 pooled funds· $1.5B(98% 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
$997.5M
16 holdings
Uncategorized
$505.7M
8 holdings
Registered Investment Companies
$33.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RET HYB 2040 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $191.1M | 12.2% | |
| T ROWE PRICE RET HYB 2030 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $180.5M | 11.6% | |
| Fidelity 500 Index Fund | — | — | — | $165.2M | 10.6% | |
| T ROWE PRICE RET HYB 2050 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $145.7M | 9.3% | |
| T. Rowe Price T. Rowe Price Government Money Market Fund ** 596 * T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $110.7M | 7.1% | |
| TRP STABLE VALUE COMM TR FD-Q T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $94.4M | 6.1% | |
| Dodge and Cox Dodge and Cox Stock Fund | — | — | — | $76.5M | 4.9% | |
| T ROWE PRICE RET HYB 2020 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $71.3M | 4.6% | |
| T ROWE PRICE RET HYB 2045 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $65.0M | 4.2% | |
| T ROWE PRICE RET HYB 2035 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $64.7M | 4.1% | |
| T ROWE PRICE RET HYB 2055 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $62.9M | 4.0% | |
| Fidelity EXT Mkt Index Fund | — | — | — | $60.9M | 3.9% | |
| T ROWE PRICE RET HYB 2025 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $44.7M | 2.9% | |
| T ROWE PRICE RET HYB 2060 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $42.6M | 2.7% | |
| Capital Group American Funds Europac GRW R6 Fund | — | — | — | $35.4M | 2.3% | |
| Funds Pimco Total Return Fund | Registered Investment Companies | — | — | $33.0M | 2.1% | |
| Fidelity Total Intl Index Fund | — | — | — | $25.9M | 1.7% | |
| Fidelity US Bond Index Fund | — | — | — | $21.1M | 1.3% | |
| TRP RETIREMENT HYB 2065 TR-T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $13.7M | 0.9% | |
| TROWE PRICE RET HYB BAL TR T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 005 | Common Collective Trust | — | — | $10.4M | 0.7% | |
| Charles Schwab Brokerage Accounts | — | — | — | $10.0M | 0.6% | |
| T ROWE PRICE RET HYB 2015 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $5.3M | 0.3% | |
| T ROWE PRICE RET HYB 2005 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $3.0M | 0.2% | |
| T ROWE PRICE RET HYB 2010 T9 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $2.1M | 0.1% | |
| TRP RETIREMENT HYB 2065 TR-T5 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $6K | <0.1% |