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Original filing (PDF)20251009053822NAL0010379120001
VPGC, LLC
Form 5500
FILING_RECEIVED
VPGC, LLC 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
315
Accounts w/ balance
259
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VPGC, LLC.
Plan sponsor
Name
VPGC, LLC
EIN
90-0857105
Address
6349 RAWLEY PIKE · P.O. BOX 228 · HINTON, VA · 22831
Phone
(540) 867-4000
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
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
FROST
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $38K | — |
| ONE DIGITAL INVESTMENT ADV. | 43-1451524 | — | NONE | $17K | — |
Investments
16 direct securities · 13 pooled funds· $9.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.7M
16 holdings
Common Collective Trust
$2.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 American Funds 0 | — | — | — | $1.7M | 19.0% | |
| American Century Growth R6 American Century 0 | — | — | — | $1.6M | 17.4% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $820K | 9.0% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $543K | 5.9% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $530K | 5.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $485K | 5.3% | |
| Fidelity International Index Fidelity 0 | — | — | — | $378K | 4.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $330K | 3.6% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $318K | 3.5% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $317K | 3.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $313K | 3.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $279K | 3.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 369 | Common Collective Trust | — | — | $274K | 3.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $195K | 2.1% | |
| Fidelity Small Cap Index Fidelity 0 958 MFS Mid Cap Value R6 MFS 0 | — | — | — | $156K | 1.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $140K | 1.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $126K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $115K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $97K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $96K | 1.0% | |
| Dodge & Cox Income Fund I Dodge 0 | — | — | — | $85K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $71K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $62K | 0.7% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $31K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $29K | 0.3% | |
| September 23 | — | — | — | $23K | 0.3% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $17K | 0.2% | |
| benefits for the year ended December 31, 2024, and the related notes to the financial statements. We have elected to have the audit of the Plan’s financial statements performed in accordance with ERISA Section 103(a)(3)(C) pursuant to 29 CFR 2520.103-8 of the Department of Labor’s (“DOL”) Rules | — | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $668 | <0.1% |