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Original filing (PDF)20250924050323NAL0002843971001
ED STIVERS FORD, INC.
Form 5500
FILING_RECEIVED
ED STIVERS FORD, INC. 401(K) PLAN
401(k) retirement plan
Active participants
134
Accounts w/ balance
126
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ED STIVERS FORD, INC..
Plan sponsor
Name
ED STIVERS FORD, INC.
EIN
13-4310141
Address
1450 E HICKMAN ROAD · WAUKEE, IA · 50263
Phone
(314) 863-1711
Industry
Retail 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
2025-09-24
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)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
Investments
28 direct securities · 1 pooled fund· $5.9M(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.
Registered Investment Companies
$5.3M
28 holdings
Common Collective Trust
$633K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $633K | 10.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $611K | 10.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $514K | 8.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $437K | 7.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $317K | 5.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $305K | 5.1% | |
| VOYA LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $296K | 4.9% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $234K | 3.9% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $223K | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $222K | 3.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $218K | 3.6% | |
| AMERICAN FUNDS NEW WRLD - R5 | Registered Investment Companies | — | — | $210K | 3.5% | |
| AMERFUNDS CAP INC BLDER R5 | Registered Investment Companies | — | — | $207K | 3.4% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $188K | 3.1% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $168K | 2.8% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $148K | 2.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $138K | 2.3% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $120K | 2.0% | |
| LOOMIS INVEST GRADE BOND -Y | Registered Investment Companies | — | — | $119K | 2.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $116K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $99K | 1.6% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $70K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $67K | 1.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $63K | 1.0% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $51K | 0.8% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $49K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $38K | 0.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $37K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $5K | <0.1% |
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