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Original filing (PDF)20250825143353NAL0003962483001
SYRACUSE DAIRY, LLC
Form 5500
FILING_RECEIVED
SYRACUSE DAIRY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
237
Accounts w/ balance
132
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYRACUSE DAIRY, LLC.
Plan sponsor
Name
SYRACUSE DAIRY, LLC
EIN
84-1710613
Address
751 SE CR 36 · SYRACUSE, KS · 678787822
Phone
(620) 492-2525
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
2025-08-25
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
VARNEY & ASSOCIATES, CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $525 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $44K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NA NA, ATTENTION THERESA MIOTTO | — | NEW YORK, NY | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGPS, LLC | 86-2963468 | MPBILE, AL | OTHER | $100 | — |
Investments
15 direct securities· $9.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $2.0M | 20.1% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $1.8M | 18.4% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $1.4M | 14.7% | |
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $1.1M | 11.3% | |
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $992K | 10.1% | |
| American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $748K | 7.6% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $378K | 3.8% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $363K | 3.7% | |
| interest Lessor or Similar Party Par or Maturity Value * American Funds US Govt Money Market Fund Money Market | — | — | — | $330K | 3.4% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $160K | 1.6% | |
| American Funds Washington Mutual Fund Mutual Fund | — | — | — | $140K | 1.4% | |
| Vanguard Short-Term Investment Grade Adm Mutual Fund | — | — | — | $110K | 1.1% | |
| American Funds 2015 Target Date Fund Mutual Fund | — | — | — | $105K | 1.1% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $104K | 1.1% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $66K | 0.7% |
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