Retirement plan

LARSON DAIRY, INC. PROFIT SHARING PLAN AND TRUST

Name: LARSON DAIRY, INC. - LARSON DAIRY, INC. PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: LARSON DAIRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LARSON DAIRY, INC. PROFIT SHARING PLAN AND TRUST, LARSON DAIRY, INC.

LARSON DAIRY, INC.EIN 59-1213436Plan #001PY 2025

400 NW 5TH STREET - OKEECHOBEE, FL 34972863-763-7330

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$7M

+7.6% from 2024

Total participants

210

+1.0% from 2024

Average account balance

$33,358

-1.6% from 2024

Annual return

8.56%

-8.08 pp from 2024

Benchmarks

See 63 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort63 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.01M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$33K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

210

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$295K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$213

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$44,963
ONEDIGITAL INVESTMENT ADVISORS LLC3 years Service code 13 PO BOX 735399 · DALLAS, TX 753735399	Contract Administrator	$20,106

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$45K

$421 / participant

Contract admin$45K100.0%

% of EOY assets

0.637%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JACOBY AND HANDLEY, PLLC
Auditor EIN: 872253324
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,358

$77,094-56.7%

$173,703-80.8%

$69,733-52.2%

Participation rate

100.0%

55.7%+44.3pp

75.9%+24.1pp

62.5%+37.5pp

Annual return

8.56%

11.44%-2.9pp

17.46%-8.9pp

15.22%-6.7pp

Employer contribution / active EE

$1,081

$1,704-36.5%

$4,288-74.8%

$2,250-52.0%

Participant deferral / active EE

$1,700

$2,355-27.8%

$4,854-65.0%

$3,054-44.3%

Admin fee / account holder

$213

$2,291-90.7%

$15,562-98.6%

$3,102-93.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$44,963

ONEDIGITAL INVESTMENT ADVISORS LLC3 years

Service code 13

PO BOX 735399 · DALLAS, TX 753735399

Contract Administrator

$20,106

LARSON DAIRY, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LARSON DAIRY, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion