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Original filing (PDF)20251015160626NAL0002602931001
WHITE RIVER SOY PROCESSING LLC
Form 5500
FILING_RECEIVED
WHITE RIVER SOY PROCESSING LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
104
Plan assets (EOY)
$557K
Net assets (EOY)
$557K
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE RIVER SOY PROCESSING LLC.
Plan sponsor
Name
WHITE RIVER SOY PROCESSING LLC
EIN
93-3416111
Address
11422 MIRACLE HILLS DR STE 203 · OMAHA, NE · 681544420
Phone
(402) 332-6642
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $556K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $136K | 24.4% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $57K | 10.2% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $52K | 9.3% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $50K | 9.0% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $47K | 8.4% | |
| BlackRock Emerging Markets Fund, Inc. Institutional Shares Mutual Fund 976 Fidelity 500 Index Fund Mutual Fund | — | — | — | $39K | 7.1% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $39K | 6.9% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $33K | 5.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $19K | 3.4% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $17K | 3.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $16K | 2.9% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $14K | 2.5% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $9K | 1.6% | |
| maturing between April 2026 to April * Notes Receivable From Participants 2028 | — | — | — | $8K | 1.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $6K | 1.2% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $5K | 0.9% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $4K | 0.6% | |
| American Century Small Cap Growth Fund R6 Class Mutual Fund | — | — | — | $3K | 0.6% | |
| American Funds U.S. Government Money Market Fund Class R-6 Money Market Mutual Fund | — | — | — | $2K | 0.3% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | — | — | — | $1K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $1K | 0.2% |
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