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PEETZ FARMERS COOPERATIVE COMPANY — UBG 401(K) - PEETZ, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251027114303NAL0014872066001
PEETZ FARMERS COOPERATIVE COMPANY
Form 5500-SF
FILING_RECEIVED
UBG 401(K) - PEETZ
401(k) retirement plan
Active participants
21
Accounts w/ balance
12
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
86
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PEETZ FARMERS COOPERATIVE COMPANY
.
Find decision makers
Plan sponsor
Name
PEETZ FARMERS COOPERATIVE COMPANY
EIN
84-0288955
Address
PO BOX 189 · PEETZ, CO · 80747
Phone
(816) 459-3344
Industry
Wholesale Trade
see all
Plan administrator
Name
UNITED BENEFITS GROUP
EIN
01-0689331
City
KANSAS CITY, MO
Phone
(816) 459-3300
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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