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Original filing (PDF)20250930150903NAL0005559683001
AMALGAMATED SUGAR COMPANY
Form 5500
FILING_RECEIVED
AMALGAMATED SUGAR COMPANY SALARIED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
365
Accounts w/ balance
486
Plan assets (EOY)
$80.4M
Net assets (EOY)
$80.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMALGAMATED SUGAR COMPANY.
Plan sponsor
Name
AMALGAMATED SUGAR COMPANY
EIN
87-0568755
Address
1951 SATURN WAY SUITE 100 · BOISE, ID · 83709
Phone
(208) 383-6540
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDEBAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | NONE | $59K | — |
| NFP RETIREMENT INC | 33-0905143 | ALISO VIEJO, CA | NONE | $26K | — |
Investments
17 direct securities · 13 pooled funds· $94.4M(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.
Pooled Separate Account
$37.8M
10 holdings
Uncategorized
$37.3M
17 holdings
Common Collective Trust
$19.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Investment Contract N/A | — | — | — | $13.4M | 16.7% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $11.9M | 14.8% | |
| LARGE CAP GROWTH III CIT GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $11.7M | 14.5% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $8.6M | 10.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $6.9M | 8.6% | |
| Fidelity 500 Index Fund Mutual Funds N/A | — | — | — | $6.5M | 8.1% | |
| Midcap Growth II Class II Common Collective Fund N/A | — | — | — | $6.4M | 7.9% | |
| MID CAP GRO II CLASS I1 GREAT GRAY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $6.4M | 7.9% | |
| Sm Cap Value/Silvercrest Pooled Separate Accounts N/A | — | — | — | $5.4M | 6.7% | |
| SMALL CP VAL / SILVERCREST ASSET MN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | — | — | $5.4M | 6.7% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $2.4M | 3.0% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $1.2M | 1.5% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| Notes receivable from participants Maturing 2025-2041 at interest rates of 4.25% - 9.50% - | — | — | — | $1.0M | 1.3% | |
| IFX LT Conservative Fund (S) Pooled Separate Accounts N/A | — | — | — | $981K | 1.2% | |
| Allspring Special Midcap value Inst Mutual Funds N/A | — | — | — | $781K | 1.0% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $688K | 0.9% | |
| Fidelity INTL IDC Mutual Funds N/A | — | — | — | $608K | 0.8% | |
| Fidelity US Bond Index Mutual Funds N/A | — | — | — | $578K | 0.7% | |
| IFX LT Growth Fund (I) Pooled Separate Accounts N/A | — | — | — | $402K | 0.5% | |
| IFX LT Growth Fund (S) Pooled Separate Accounts N/A | — | — | — | $286K | 0.4% | |
| IFX LT Balanced Fund (I) Pooled Separate Accounts N/A 57 * IFX LT Conservative Fund (I) Pooled Separate Accounts N/A | — | — | — | $260K | 0.3% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $252K | 0.3% | |
| IFX LT Balanced Fund (S) Pooled Separate Accounts N/A | — | — | — | $252K | 0.3% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $207K | 0.3% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $175K | 0.2% | |
| IFX LT Income & Equity Fund (I) Pooled Separate Accounts N/A | — | — | — | $168K | 0.2% | |
| IFX LT Aggressive Growth Fund (I) Pooled Separate Accounts N/A | — | — | — | $115K | 0.1% | |
| IFX LT Aggressive Growth Fund (S) Pooled Separate Accounts N/A | — | — | — | $93K | 0.1% | |
| IFX LT Income & Equity Fund (S) Pooled Separate Accounts N/A | — | — | — | $6K | <0.1% |