How big is Southview Dairy, LLC's plan?

Southview Dairy, LLC's plan reported $1.5M in assets and 20 participants for 2024.

Original filing (PDF)20250626082516NAL0005057027001

Southview Dairy, LLC

Name: Southview Dairy, LLC — Southview Dairy 401(k) Plan, Form 5500 (2024)
Creator: Southview Dairy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southview Dairy 401(k) Plan

401(k) retirement plan · Southview Dairy, LLC's Southview Dairy 401(k) Plan held $1.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jessica Skellie signed Southview Dairy, LLC's 2024 Form 5500 as plan administrator.

Jessica Skellie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southview Dairy, LLC's EIN is 83-1171976.

EIN 83-1171976

Plan number 001

Plan year 2024

ACK ID 20250626082516NAL0005057027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southview Dairy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southview Dairy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHVIEW DAIRY, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SOUTHVIEW DAIRY, LLC

EIN

all filings

Address

5428B UPPER RESERVATION ROAD · CASTILE, NY · 14427

Phone

(585) 493-5770

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator