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Original filing (PDF)20251006081235NAL0001723363001
HIGH BAR BRANDS OPERATING, LLC
Form 5500
FILING_RECEIVED
HIGH BAR BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
154
Accounts w/ balance
183
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds Am Fds Trgt Dte Rtm 2030 R6 Fd" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGH BAR BRANDS OPERATING, LLC.
Plan sponsor
Name
HIGH BAR BRANDS OPERATING, LLC
EIN
84-4060098
Address
2701 18TH SW · OWATONNA, MN · 55060
Phone
(971) 224-1755
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
2025-10-06
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
28 direct securities · 2 pooled funds· $14.5M(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
$14.4M
28 holdings
Common Collective Trust
$109K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Am Fds Trgt Dte Rtm 2030 R6 Fd | — | — | — | $3.8M | 26.0% | |
| American Funds Am Fds Trgt Dte Rtm 2040 R6 Fd | — | — | — | $2.7M | 18.3% | |
| American Funds Am Fds Trgt Dte Rtm 2025 R6 Fd | — | — | — | $1.6M | 11.3% | |
| American Funds Am Fds Trgt Dte Rtm 2035 R6 Fd | — | — | — | $1.3M | 9.0% | |
| American Funds Am Fds Trgt Dte Rtm 2050 R6 Fd | — | — | — | $1.3M | 8.8% | |
| American Funds Am Fds Trgt Dte Rtm 2045 R6 Fd | — | — | — | $1.1M | 7.7% | |
| American Funds Am Fds Trgt Dte Rtm 2055 R6 Fd | — | — | — | $433K | 3.0% | |
| Fidelity 500 Index Fund | — | — | — | $389K | 2.7% | |
| American Funds Am Fds Trgt Dte Rtm 2020 R6 Fd | — | — | — | $379K | 2.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $206K | 1.4% | |
| American Funds Am Fds Trgt Dte Rtm 2015 R6 Fd | — | — | — | $165K | 1.1% | |
| JP Morgan JP Morgan Equity Income R6 Fd | — | — | — | $142K | 1.0% | |
| American Funds Am Fds Trgt Dte Rtm 2065 R6 Fd | — | — | — | $136K | 0.9% | |
| Fidelity Mid Cp Index Fund | — | — | — | $135K | 0.9% | |
| Fidelity International Idx Fd | — | — | — | $89K | 0.6% | |
| American Funds Am Fds Trgt Dte Rtm 2060 R6 Fd | — | — | — | $84K | 0.6% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $75K | 0.5% | |
| Fidelity Sm Cap Index Fund | — | — | — | $63K | 0.4% | |
| Baird Aggregate Bond Inst Fund | — | — | — | $62K | 0.4% | |
| BlackRock Md-Cp Gr Eq K Fd | — | — | — | $61K | 0.4% | |
| MFS Intl Diversification R6 Fd | — | — | — | $60K | 0.4% | |
| Fidelity Adv FC Emerg Mrkts Z | — | — | — | $58K | 0.4% | |
| MFS Mid Cap Value R6 Fund | — | — | — | $50K | 0.3% | |
| Fidelity Adv Total Bond Z Fd | — | — | — | $41K | 0.3% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $35K | 0.2% | |
| Fidelity Small Cap Growth K6 Fd | — | — | — | $31K | 0.2% | |
| Allspring Spec Sm Cp Value R6 | — | — | — | $30K | 0.2% | |
| Western Asset Western Asset Core Bond IS Fd | — | — | — | $9K | <0.1% | |
| Pioneer Strategic income K Fd | — | — | — | $9K | <0.1% | |
| American Funds Am Fds Trgt Dte Rtm 2010 R6 Fd | — | — | — | $7K | <0.1% |
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