Original filing (PDF)20250715170218NAL0001483395001

PRODUCERS DAIRY FOODS INC.

Name: PRODUCERS DAIRY FOODS INC. — PRODUCERS DAIRY FOODS INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PRODUCERS DAIRY FOODS INC.

Form 5500

FILING_RECEIVED

PRODUCERS DAIRY FOODS INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late participant contributions6 service providers

Active participants

993

Accounts w/ balance

1,521

Plan assets (EOY)

$74.2M

Net assets (EOY)

$74.2M

How this plan invests

This plan

14 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRODUCERS DAIRY FOODS INC..

Plan sponsor

Name

PRODUCERS DAIRY FOODS INC.

EIN

94-0783760

Address

250 E. BELMONT AVENUE · FRESNO, CA · 93701

Phone

(559) 457-4650

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$118K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROEHL-YI INVESTMENT ADVISORS, LLC	94-1249395	—	CONSULTING	$19K

Investments

14 pooled funds· $65.7M(89% 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.

			% of plan
PRINCIPAL LIFETIME HYBRID 2035 U PRINCIPAL · EIN 26-6447574 / PN 006	Common Collective Trust	$11.4M	15.4%
PRINCIPAL LIFETIME HYBRID 2030 U PRINCIPAL · EIN 26-6447574 / PN 005	Common Collective Trust	$10.7M	14.5%
PRINCIPAL LIFETIME HYBRID 2025 U PRINCIPAL · EIN 26-6447574 / PN 004	Common Collective Trust	$9.6M	13.0%
PRINCIPAL LIFETIME HYBRID 2040 U PRINCIPAL · EIN 26-6447574 / PN 007	Common Collective Trust	$8.0M	10.8%
PRINCIPAL LIFETIME HYBRID 2045 U PRINCIPAL · EIN 26-6447574 / PN 008	Common Collective Trust	$7.5M	10.1%
PRINCIPAL LIFETIME HYBRID 2050 U PRINCIPAL · EIN 26-6447574 / PN 009	Common Collective Trust	$5.6M	7.6%
PRINCIPAL LIFETIME HYBRID 2020 U PRINCIPAL · EIN 26-6447574 / PN 003	Common Collective Trust	$3.6M	4.8%
PRINCIPAL LIFETIME HYBRID 2055 U PRINCIPAL · EIN 26-6447574 / PN 010	Common Collective Trust	$2.8M	3.8%
PRINCIPAL LIFETIME HYBRID 2015 U PRINCIPAL · EIN 26-6447574 / PN 002	Common Collective Trust	$2.7M	3.6%
PRINCIPAL LIFETIME HYBRID INCOME U PRINCIPAL · EIN 26-6447574 / PN 011	Common Collective Trust	$1.6M	2.1%
PRINCIPAL LIFETIME HYBRID 2060 U PRINCIPAL · EIN 26-6447574 / PN 012	Common Collective Trust	$1.6M	2.1%
PRINCIPAL LIFETIME HYBRID 2065 U PRINCIPAL · EIN 26-6447574 / PN 003	Common Collective Trust	$498K	0.7%
PRINCIPAL LIFETIME HYBRID 2070 U PRINCIPAL · EIN 26-6447574 / PN 003	Common Collective Trust	$57K	<0.1%
COHEN & STEERS U.S. REALTY CLASS A COHEN · EIN 47-1211722 / PN 003	Common Collective Trust	$16K	<0.1%