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Original filing (PDF)20251013123443NAL0000599443001
OBERTO SNACKS, INC.
Form 5500
FILING_RECEIVED
PREMIUM BRANDS US MEATS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,195
Accounts w/ balance
1,207
Plan assets (EOY)
$66.6M
Net assets (EOY)
$66.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBERTO SNACKS, INC..
Plan sponsor
Name
OBERTO SNACKS, INC.
EIN
82-5144642
Address
7060 OBERTO DRIVE · KENT, WA · 980327014
Phone
(253) 437-6421
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SVC | 33-0785439 | — | INVESTMENT ADVISORY | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $122K | — |
Investments
24 direct securities · 8 pooled funds· $74.7M(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.
Uncategorized
$65.0M
24 holdings
Common Collective Trust
$5.4M
7 holdings
Pooled Separate Account
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $7.8M | 11.8% | |
| BlackRock LifePath Index Retirement Fund Mutual Fund | — | — | — | $7.5M | 11.3% | |
| BlackRock LifePath Index 2035 Fund Mutual Fund | — | — | — | $6.5M | 9.8% | |
| BlackRock LifePath Index 2030 Fund Mutual Fund | — | — | — | $4.6M | 6.9% | |
| BlackRock LifePath Index 2040 Fund Mutual Fund | — | — | — | $4.5M | 6.7% | |
| Principal Core Fixed Income Separate Account Pooled Separate Account | — | — | — | $4.3M | 6.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $4.3M | 6.4% | |
| BlackRock LifePath Index 2045 Fund Mutual Fund | — | — | — | $3.9M | 5.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $3.8M | 5.6% | |
| Putnam Large Cap Growth Fund Mutual Fund | — | — | — | $3.7M | 5.5% | |
| Reliance NY Life Anchor Account Collective Trust Fund | — | — | — | $3.6M | 5.4% | |
| REL TRUST NYL ANCH ACCT SER 1 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $3.6M | 5.4% | |
| BlackRock LifePath Index 2050 Fund Mutual Fund | — | — | — | $2.9M | 4.4% | |
| BlackRock LifePath Index 2055 Fund Mutual Fund | — | — | — | $2.5M | 3.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $2.2M | 3.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $2.0M | 3.0% | |
| LARGE CAP VALUE III R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.2% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | — | — | — | $1.4M | 2.1% | |
| American Balanced Fund Mutual Fund | — | — | — | $1.2M | 1.8% | |
| BlackRock LifePath Index 2060 Fund Mutual Fund | — | — | — | $1.2M | 1.8% | |
| BlackRock LifePath Index 2065 Fund Mutual Fund | — | — | — | $483K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $362K | 0.5% | |
| Great Gray Trust Company - Lazard Emerging Markets Collective Trust Fund | — | — | — | $343K | 0.5% | |
| LAZARD EMER MKT EQADV CIT CL 4 GREAT GRAY TRUST COMPANY · EIN 86-1758580 / PN 674 | Common Collective Trust | — | — | $343K | 0.5% | |
| T Rowe Price Diversified Mid Cap Growth Fund Mutual Fund | — | — | — | $156K | 0.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $152K | 0.2% | |
| Blackrock Inflation Protected Bond Portfolio Mutual Fund | — | — | — | $114K | 0.2% | |
| PGIM High Yield Fund Mutual Fund | — | — | — | $40K | <0.1% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $29K | <0.1% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $12K | <0.1% | |
| FEDERATED HERM CAP PRES R6P FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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