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Original filing (PDF)20251014141653NAL0001486435001
KRUGER FOODS, INC.
Form 5500
FILING_RECEIVED
DISTINCTIVELY PICKLED PRODUCTS 401(K) PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
104
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRUGER FOODS, INC..
Plan sponsor
Name
KRUGER FOODS, INC.
EIN
94-1671577
Address
P.O. BOX 220 · FARMINGTON, CA · 95230
Phone
(209) 941-8518
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | TPA | $1K | — |
Investments
25 direct securities · 1 pooled fund· $23.6M(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
$11.7M
22 holdings
Pooled Separate Account
$10.6M
1 holding
Guaranteed Income / GIC
$828K
1 holding
Pooled Separate Accounts
$504K
1 holding
Common Stocks
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $10.6M | 81.2% | |
| LIFE INSURANCE CO.OF THE SOUTHWEST Life insurance policies | — | — | — | $1.4M | 10.8% | |
| TRLIC BlackRock LifePath Dyn 2035 Investor A | — | — | — | $1.0M | 8.0% | |
| TRLIC PGIM Jennison Mid-Cap Growth R | — | — | — | $1.0M | 7.8% | |
| TRLIC BlackRock S&P 500 Index V.I.III | — | — | — | $881K | 6.8% | |
| TRLIC BlackRock LifePath Dyn 2055 Investor A | — | — | — | $845K | 6.5% | |
| * TRLIC Fixed Account | Guaranteed Income / GIC | — | — | $828K | 6.4% | |
| TRLIC Franklin Growth R | — | — | — | $817K | 6.3% | |
| TRLIC Delaware Ivy Science and Technology R | — | — | — | $801K | 6.2% | |
| TRLIC Virtus Ceredex Large-Cap Value Equity A | — | — | — | $798K | 6.1% | |
| TRLIC BlackRock LifePath Dyn Retirement Inv A | — | — | — | $749K | 5.8% | |
| S * TRLIC BlackRock LifePath Dyn 2030 Investor A | Pooled Separate Accounts | — | — | $504K | 3.9% | |
| TRLIC MFS International Intrinsic Value R2 | — | — | — | $476K | 3.7% | |
| TRLIC Victory Sycamore Established Value R | — | — | — | $406K | 3.1% | |
| TRLIC BlackRock LifePath Dyn 2050 Investor A | — | — | — | $385K | 3.0% | |
| TRLIC Franklin Mutual Global Discovery R | — | — | — | $310K | 2.4% | |
| TRLIC BlackRock LifePath Dyn 2045 Investor A | — | — | — | $305K | 2.3% | |
| TRLIC Davis NY Venture R | — | — | — | $294K | 2.3% | |
| TRLIC ClearBridge Small Cap Growth R | — | — | — | $278K | 2.1% | |
| TRLIC BlackRock LifePath Dyn 2040 Investor A | — | — | — | $274K | 2.1% | |
| TRLIC Franklin High Income R | — | — | — | $171K | 1.3% | |
| various maturities through April 2033 | — | — | — | $158K | 1.2% | |
| TRLIC Invesco Developing Markets R | — | — | — | $154K | 1.2% | |
| TRLIC PIMCO Total Return R | — | — | — | $58K | 0.4% | |
| BMO Noninterest-bearing cash | — | — | $42K | $42K | 0.3% | |
| EQUUS II INCORPORATED 1,221 shares | Common Stocks | — | $4K | $1K | <0.1% |