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Original filing (PDF)20250709121447NAL0013007138001
SUNRICH PRODUCTS
Form 5500
FILING_RECEIVED
SUNRICH PRODUCTS 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
115
Accounts w/ balance
122
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2025 Fund Vanguard 0" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNRICH PRODUCTS.
Plan sponsor
Name
SUNRICH PRODUCTS
EIN
88-3488206
Address
1220 SUNFLOWER ST. · CROOKSTON, MN · 56716
Phone
(218) 280-5061
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
2025-07-09
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BRADY, MARTZ & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC | — | NEW YORK, NY | NONE | $22K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
25 direct securities · 1 pooled fund· $12.2M(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
$11.9M
25 holdings
Common Collective Trust
$310K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $3.8M | 30.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.7M | 14.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 9.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $763K | 6.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $742K | 6.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $717K | 5.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $507K | 4.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $453K | 3.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $373K | 3.0% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 998 MFS International Growth R6 MFS 0 | — | — | — | $370K | 3.0% | |
| PUTNAM STABLE VALUE 25BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $310K | 2.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $276K | 2.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $241K | 2.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $224K | 1.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $197K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $102K | 0.8% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $64K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $62K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $54K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $45K | 0.4% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $29K | 0.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $27K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $16K | 0.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Pioneer Bond K Pioneer 0 200 Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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