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Original filing (PDF)20250922102607NAL0002090659001
SEARLES VALLEY MINERALS INC.
Form 5500
FILING_RECEIVED
SEARLES VALLEY MINERALS 401(K) PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
532
Accounts w/ balance
701
Plan assets (EOY)
$115.0M
Net assets (EOY)
$115.0M
How this plan invests
This plan
18 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 96% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEARLES VALLEY MINERALS INC..
Plan sponsor
Name
SEARLES VALLEY MINERALS INC.
EIN
13-3579263
Address
9401 INDIAN CREEK PARKWAY STE. 1000 · OVERLAND PARK, KS · 66210
Phone
(913) 344-9561
Industry
Manufacturingsee 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $30K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKER | $20 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | — | KANSAS CITY, MO | AUDITOR | $30K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $92K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $80 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
Investments
9 direct securities · 18 pooled funds· $115.0M(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.
Common Collective Trust
$73.3M
15 holdings
Pooled Separate Account
$21.4M
3 holdings
Uncategorized
$20.2M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $12.9M | 11.2% | |
| AMERICAN CENTURY RD HYBRID INCOME C AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $10.5M | 9.2% | |
| JPMorgan Core Bond Fund Mutual Fund | — | — | — | $8.2M | 7.2% | |
| JPMCB STABLE ASSET INCOME FUND JPMORGAN CHASE BANK, NA · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $8.2M | 7.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $8.0M | 7.0% | |
| LARGE CAP GROWTH/JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.0M | 7.0% | |
| AMERICAN CENTURY RD HYBRID 2030 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $6.9M | 6.0% | |
| AMERICAN CENTURY RD HYBRID 2035 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $6.7M | 5.8% | |
| AMERICAN CENTURY RD HYBRID 2025 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $5.8M | 5.0% | |
| LARGE CAP GROWTH/AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | — | $5.4M | 4.7% | |
| AMERICAN CENTURY RD HYBRID 2050 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $4.5M | 3.9% | |
| AMERICAN CENTURY RD HYBRID 2045 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $4.2M | 3.7% | |
| BLACKROCK MID CAP EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $3.6M | 3.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $3.5M | 3.0% | |
| AMERICAN CENTURY RD HYBRID 2055 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $2.5M | 2.2% | |
| Alliance Bernstein Small Cap Growth Fund Mutual Fund | — | — | — | $2.5M | 2.2% | |
| Principal Real Estate Securities R6 Fund Mutual Fund | — | — | — | $2.0M | 1.7% | |
| American Century Small Cap Value Fund Mutual Fund | — | — | — | $1.9M | 1.7% | |
| Participant Loans (interest rate range 4.75%-10.00%) | — | — | — | $1.5M | 1.3% | |
| AMERICAN CENTURY US VALUE YIELD EQ SEI COLLECTIVE TRUSTS · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $1.5M | 1.3% | |
| AMERICAN CENTURY RD HYBRID 2060 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| Self-Directed Brokerage Accounts Brokerage Accounts | — | — | — | $1.3M | 1.2% | |
| American Beacon Large Cap Value Fund Mutual Fund | — | — | — | $1.3M | 1.1% | |
| PIMCO Income Institutional Fund Mutual Fund | — | — | — | $883K | 0.8% | |
| AMERICAN CENTURY RD HYBRID 2065 CL AMERICAN CENTURY COLLECTIVE TRUSTS · EIN 83-6699605 / PN 278 | Common Collective Trust | — | — | $876K | 0.8% | |
| American Century Value Fund Mutual Fund | — | — | — | $536K | 0.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R WILMINGTON TRUST, N.A. · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $285K | 0.2% |