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Original filing (PDF)20251014091643NAL0001161267001
PITMAN FARMS, INC.
Form 5500
FILING_RECEIVED
PITMAN FARMS, INC. 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
2,099
Accounts w/ balance
234
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
9 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)
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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PITMAN FARMS, INC..
Plan sponsor
Name
PITMAN FARMS, INC.
EIN
94-2227381
Address
1075 NORTH AVENUE · SANGER, CA · 93657
Phone
(559) 875-9300
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
2025-10-14
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CAMPBELL TAYLOR WASHBURN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | — | FAIRFIELD, IA | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXUS ADMINISTRATORS, INC. | 77-0586222 | FRESNO, CA | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR ASSOCIATES | — | CHICAGO, IL | OTHER | $2K | — |
Investments
20 direct securities · 9 pooled funds· $9.2M(98% 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.
Common Collective Trust
$8.4M
9 holdings
Uncategorized
$823K
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.9M | 20.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.8M | 18.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.1M | 11.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $841K | 9.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $790K | 8.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $757K | 8.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST TR PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $754K | 8.0% | |
| Fidelity 500 Index Mutual Fund - | — | — | — | $445K | 4.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $329K | 3.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $160K | 1.7% | |
| MFS Growth R6 Mutual Fund - | — | — | — | $79K | 0.8% | |
| EI Fixed Account - Series Class I Fixed Annuity - | — | — | — | $68K | 0.7% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund - | — | — | — | $42K | 0.5% | |
| American Funds Capital World G/I R6 Mutual Fund - | — | — | — | $27K | 0.3% | |
| ClearBridge Small Cap Growth IS Mutual Fund - | — | — | — | $27K | 0.3% | |
| JPMorgan Emerging Markets Equity R6 Mutual Fund - | — | — | — | $23K | 0.2% | |
| Fidelity International Index Mutual Fund - | — | — | — | $18K | 0.2% | |
| American Funds American Mutual R6 Mutual Fund - | — | — | — | $18K | 0.2% | |
| American Century Mid Cap Value R6 Mutual Fund - | — | — | — | $15K | 0.2% | |
| Allspring Core Bond R6 Mutual Fund - | — | — | — | $15K | 0.2% | |
| American Funds Intl Gr And Inc R6 Mutual Fund - | — | — | — | $13K | 0.1% | |
| Fidelity Real Estate Index Mutual Fund - | — | — | — | $9K | <0.1% | |
| Fidelity Inflation Protected Bond Index Mutual Fund - | — | — | — | $7K | <0.1% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual Fund - | — | — | — | $6K | <0.1% | |
| PGIM Total Return Bond R6 Mutual Fund - | — | — | — | $4K | <0.1% | |
| T. Rowe Price Balanced I Mutual Fund - | — | — | — | $3K | <0.1% | |
| Invesco Balanced-Risk Commodity Strat R6 Mutual Fund - | — | — | — | $3K | <0.1% | |
| BlackRock High Yield Bond Portfolio K Mutual Fund - | — | — | — | $2K | <0.1% | |
| PIMCO Int Bond (Unhedged) Inst Mutual Fund - | — | — | — | $1K | <0.1% |