Back to filter
Original filing (PDF)20251009121618NAL0003899075001
HICKMANS EGG RANCH, INC.
Form 5500
FILING_RECEIVED
HICKMANS EGG RANCH, INC. 401(K)
401(k) retirement plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
454
Accounts w/ balance
234
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Fidelity 500 Index Fund Registered Investment Company" is 35% of plan.
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HICKMANS EGG RANCH, INC..
Plan sponsor
Name
HICKMANS EGG RANCH, INC.
EIN
86-6054393
Address
6515 SOUTH JACKRABBIT TRAIL · BUCKEYE, AZ · 85326
Phone
(623) 872-1120
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
2025-10-09
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)
Auditor
WALLACE PLESE & DREHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $32K | — |
| FIDUCIARY BENEFITS GROUP, INC. | 87-3709842 | — | SERVICE PROVIDER | $26K | — |
Investments
14 direct securities · 5 pooled funds· $11.6M(98% 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
$11.1M
14 holdings
Common Collective Trust
$531K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $4.1M | 34.8% | |
| Fidelity Adv Ttl Bnd Fd Z Registered Investment Company | — | — | — | $2.5M | 21.0% | |
| Lord Abbett Shrt Dur Inc Fd R6 Registered Investment Company | — | — | — | $931K | 7.9% | |
| Northern Funds Md Cap Index Fd Registered Investment Company | — | — | — | $719K | 6.1% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $649K | 5.5% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $594K | 5.0% | |
| DFA Intl Value Portfolio Ins Other | — | — | — | $488K | 4.1% | |
| John Hanck Intl Growth Fd R6 Registered Investment Company | — | — | — | $430K | 3.6% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $414K | 3.5% | |
| SMALL CAP VALUE FUND II - FEE CLASS WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $287K | 2.4% | |
| party date,rate of interest, collateral, par, or maturity date AB Large Cap Grw Fnd Z Registered Investment Company | — | — | — | $199K | 1.7% | |
| LARGE CAP VALUE FUND - FEE CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $100K | 0.8% | |
| MID CAP VALUE FUND - FEE CLASS I1 C WILMINGTON TRUST FUNDS · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $78K | 0.7% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $41K | 0.3% | |
| SMALL CAP GROWTH FUND II - FEE CLAS WILMINGTON TRUST FUNDS · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $36K | 0.3% | |
| MID CAP GROWTH FUND - FEE CLASS I1 WILMINGTON TRUST FUNDS · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $30K | 0.2% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $22K | 0.2% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.25% | — | — | — | $20K | 0.2% | |
| Cohen&Steers Real Est S Fd Z Registered Investment Company | — | — | — | $5K | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size Agriculture, Forestry, Fishing, Hunting plans
DAYBREAK FOODS, INC.
DAYBREAK FOODS INC 401(K) PLAN
$12.4M · 841 participants
PETE AND GERRY'S ORGANICS, LLC
PETE AND GERRY'S ORGANICS, LLC 401(K) PLAN
$11.2M · 378 participants
GIROUX'S POULTRY FARM, INC.
GIROUX'S POULTRY FARM, INC. 401(K) PLAN
$13.3M · 241 participants
CREIGHTON BROTHERS LLC
CREIGHTON BROTHERS - CRYSTAL LAKE - EGGSPRESS 401K PROFIT SHARING PLAN AND TRUST
$10.2M · 140 participants
MOUNTAIRE CORP & SUBSIDIARIES
MOUNTAIRE EMPLOYEES MEDICAL BENEFIT TRUST
$9.5M · 8,907 participants
PITMAN FARMS, INC.
PITMAN FARMS, INC. 401K RETIREMENT PLAN
$9.4M · 2,099 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants