Original filing (PDF)20250626082516NAL0005057027001

SOUTHVIEW DAIRY, LLC

Name: SOUTHVIEW DAIRY, LLC — SOUTHVIEW DAIRY 401K PLAN, Form 5500 (2024)
Creator: SOUTHVIEW DAIRY, LLC

Form 5500-SF

FILING_RECEIVED

SOUTHVIEW DAIRY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHVIEW DAIRY, LLC.

Plan sponsor

Name

SOUTHVIEW DAIRY, LLC

EIN

83-1171976

Address

5428B UPPER RESERVATION ROAD · CASTILE, NY · 14427

Phone

(585) 493-5770

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

MINERVA DAIRY, INC.

MINERVA DAIRY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.5M · 50 participants

C & D DAIRY ENTERPRISES

MILL ROAD DAIRY 401(K) PLAN

$1.5M · 65 participants

EVERGREEN FARMS, INC.

EVERGREEN FARMS, INC. 401(K) PLAN

$1.5M · 76 participants

SIERRA VISTA DAIRY LLP

SIERRA VISTA DAIRY LLP 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 9 participants

DE GROOT DAIRIES

DE GROOT DAIRIES 401(K) PLAN

$1.5M · 59 participants