Back to filter
Original filing (PDF)20260115112243NAL0018876963001
PINCH FLATBED, INC.
Form 5500
FILING_RECEIVED
PINCH FLATBED, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~117 bps in Sched C fees
Active participants
196
Accounts w/ balance
222
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 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
- 117 bps in Schedule C fees — 125% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINCH FLATBED, INC..
Plan sponsor
Name
PINCH FLATBED, INC.
EIN
20-0032742
Address
PO BOX 7190 · SHAWNEE MISSION, KS · 66207
Phone
(913) 648-5526
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUTCHINS & HAAKE L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $11K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFB ADVISORS, LLC | 88-8228909 | — | INVESTMENT ADVISOR | $14K | — |
| AMERITAS ADVISORY SERVICES | 84-4383499 | — | INVESTMENT ADVISOR | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | — | OVERLAND PARK, KS | TPA | $8K | — |
Investments
28 direct securities · 2 pooled funds· $5.5M(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
$2.8M
28 holdings
Pooled Separate Account
$2.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NW FIXED SELECT NATIONWIDE LIFE INSURANCE CO. · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $2.7M | 96.1% | |
| Nuveen Lifecycle Index Fund 2025 Class R6 Pooled Separate Accounts - | — | — | — | $688K | 24.7% | |
| Fidelity Total Market Index Fund Pooled Separate Accounts - | — | — | — | $378K | 13.5% | |
| American Funds American Balanced Fund Class R6 Pooled Separate Accounts - | — | — | — | $340K | 12.2% | |
| Nuveen Lifecycle Index Fund 2045 Class R6 Pooled Separate Accounts - | — | — | — | $172K | 6.1% | |
| Nuveen Lifecycle Index Fund 2040 Class R6 Pooled Separate Accounts - | — | — | — | $151K | 5.4% | |
| Participant Loans Interest rates from 4.25%-9.50% - | — | — | — | $101K | 3.6% | |
| Fidelity Mid Cap Index Fund Pooled Separate Accounts - | — | — | — | $95K | 3.4% | |
| Nuveen Lifecycle Index Fund 2030 Class R6 Pooled Separate Accounts - | — | — | — | $92K | 3.3% | |
| Guggenheim Total Return Bond Fund Institutional Class Pooled Separate Accounts - | — | — | — | $92K | 3.3% | |
| Vanguard Growth Index Fund Admiral Shares Pooled Separate Accounts - | — | — | — | $90K | 3.2% | |
| Nuveen Lifecycle Index Fund 2035 Class R6 Pooled Separate Accounts - | — | — | — | $89K | 3.2% | |
| Fidelity Small Cap Index Fund Pooled Separate Accounts - | — | — | — | $79K | 2.8% | |
| Nuveen Lifecycle Index Fund 2060 Class R6 Pooled Separate Accounts - | — | — | — | $66K | 2.4% | |
| Nuveen Lifecycle Index Fund 2050 Class R6 Pooled Separate Accounts - | — | — | — | $64K | 2.3% | |
| Vanguard Value Index Fund Admiral Shares Pooled Separate Accounts - | — | — | — | $48K | 1.7% | |
| Vanguard Developed Markets Index Fund Admiral Shares Pooled Separate Accounts - | — | — | — | $46K | 1.7% | |
| American Funds AMCAP Value Fund Class R6 Pooled Separate Accounts - | — | — | — | $46K | 1.6% | |
| Nuveen Lifecycle Index Fund 2055 Class R6 Pooled Separate Accounts - | — | — | — | $41K | 1.5% | |
| Nuveen Lifecycle Index Fund 2065 Class R6 Pooled Separate Accounts - | — | — | — | $29K | 1.0% | |
| Fidelity Small Cap Growth Index Fund Pooled Separate Accounts - | — | — | — | $18K | 0.6% | |
| American Funds American Mutual Fund Class R6 Pooled Separate Accounts - | — | — | — | $12K | 0.4% | |
| Nuveen Lifecycle Index Fund 2020 Class R6 Pooled Separate Accounts - | — | — | — | $12K | 0.4% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Pooled Separate Accounts - | — | — | — | $11K | 0.4% | |
| Federated Hermes Government Obligations Fund – Prime Pooled Separate Accounts - 113 * Fidelity Growth Opportunities Fund Institutional Class Pooled Separate Accounts - 410 * Fidelity Mid Cap Growth Index Fund Pooled Separate Accounts - | — | — | — | $10K | 0.4% | |
| Nuveen Lifecycle Index Fund 2015 Class R6 Pooled Separate Accounts - | — | — | — | $9K | 0.3% | |
| Fidelity Small Cap Value Index Fund Pooled Separate Accounts - | — | — | — | $6K | 0.2% | |
| Nationwide Fixed Selection Option Rate Guaranteed Investment Contract $ - | — | — | — | $6K | 0.2% | |
| DFA Global Equity Portfolio Institutional Class Pooled Separate Accounts - | — | — | — | $1K | <0.1% | |
| AMERITAS LIFE INS CORP ACCT G-2 AMERITAS LIFE INS CO. · EIN 47-0098400 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |