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Original filing (PDF)20250827091032NAL0009402705001
LIFECORE BIOMEDICAL INC.
Form 5500
FILING_RECEIVED
LIFECORE BIOMEDICAL 401K PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
443
Accounts w/ balance
824
Plan assets (EOY)
$81.7M
Net assets (EOY)
$81.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFECORE BIOMEDICAL INC..
Plan sponsor
Name
LIFECORE BIOMEDICAL INC.
EIN
94-3025618
Address
3515 LYMAN BLVD · CHASKA, MN · 55318
Phone
(952) 368-6000
Industry
Wholesale Tradesee 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
2025-08-27
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
AUDIT TAX SOLUTIONS CPAS INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWK GROUP INC | 20-2154904 | — | ADVISOR | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS CPAS INC | 94-3211753 | — | ACCOUNTANT/AUDITOR | $3K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 2 pooled funds· $81.7M(100% 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.
Uncategorized
$78.1M
31 holdings
Common Collective Trust
$3.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Fund | — | — | — | $12.2M | 14.9% | |
| Fid Lg Cap Gr Idx Mutual Fund | — | — | — | $9.7M | 11.9% | |
| JPM Equity Income Mutual Fund | — | — | — | $5.1M | 6.3% | |
| FA Freedom Bld 2040 Mutual Fund | — | — | — | $4.5M | 5.5% | |
| FA Freedom Bld 2050 Mutual Fund | — | — | — | $4.0M | 4.9% | |
| FA Freedom Bld 2055 Mutual Fund | — | — | — | $3.7M | 4.6% | |
| FA Freedom Bld 2035 Mutual Fund | — | — | — | $3.7M | 4.5% | |
| FA Freedom Bld 2045 Mutual Fund | — | — | — | $3.4M | 4.2% | |
| similar party Investment Value JPM Mid Cap Growth Mutual Fund | — | — | — | $3.0M | 3.7% | |
| Victory S Sm Co Op Mutual Fund | — | — | — | $2.9M | 3.6% | |
| Fid Mid Cap Index Mutual Fund | — | — | — | $2.5M | 3.1% | |
| FA Small Cap Gr Mutual Fund | — | — | — | $2.5M | 3.0% | |
| FA Freedom Bld 2030 Mutual Fund | — | — | — | $2.4M | 3.0% | |
| FA Freedom Bld 2060 Mutual Fund | — | — | — | $2.4M | 3.0% | |
| Dodge & Cox Intl Stk Mutual Fund | — | — | — | $2.4M | 2.9% | |
| CB LARGE CAP GR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| Dodge & Cox Income Mutual Fund | — | — | — | $1.7M | 2.1% | |
| FA Freedom Bld 2025 Mutual Fund | — | — | — | $1.6M | 1.9% | |
| FA Freedom Bld 2020 Mutual Fund | — | — | — | $1.5M | 1.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| Fid Intl Index Mutual Fund | — | — | — | $1.3M | 1.6% | |
| Fid Govt Mmkt Money Market Fund | — | — | — | $1.2M | 1.5% | |
| JH Dscpl Val MdCp Mutual Fund | — | — | — | $1.0M | 1.3% | |
| Fid Infl Pr Bd Idx Mutual Fund | — | — | — | $945K | 1.2% | |
| Fid Small Cap Index Mutual Fund | — | — | — | $887K | 1.1% | |
| Participant loans 104 loans; 3.25-8.50% | — | — | — | $839K | 1.0% | |
| Ld Abt Sh Drtn Inc Mutual Fund | — | — | — | $683K | 0.8% | |
| FA Emerging Mkts Mutual Fund | — | — | — | $670K | 0.8% | |
| FA Freedom Bld 2065 Mutual Fund | — | — | — | $603K | 0.7% | |
| FA Freedom Bld 2010 Mutual Fund | — | — | — | $258K | 0.3% | |
| FA Freedom Bld 2015 Mutual Fund | — | — | — | $240K | 0.3% | |
| FA Freedom Bld Inc Mutual Fund | — | — | — | $52K | <0.1% | |
| FA Freedom Bld 2070 Mutual Fund | — | — | — | $2K | <0.1% |
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