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Original filing (PDF)20250930125158NAL0029369538001
PEABODY INVESTMENTS CORP.
Form 5500
FILING_RECEIVED
PEABODY INVESTMENTS CORP. EMPLOYEE RETIREMENT ACCOUNT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,712
Accounts w/ balance
4,500
Plan assets (EOY)
$864.2M
Net assets (EOY)
$864.2M
How this plan invests
This plan
22 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEABODY INVESTMENTS CORP..
Plan sponsor
Name
PEABODY INVESTMENTS CORP.
EIN
20-0480084
Address
701 MARKET STREET · SUITE 700 · ST. LOUIS, MO · 631011826
Phone
(314) 342-3400
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $401K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $306K | — |
Investments
4 direct securities · 22 pooled funds· $927.6M(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
$815.9M
22 holdings
Uncategorized
$111.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX CLS II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $154.4M | 17.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $65.5M | 7.6% | |
| T. ROWE PRICE LARGE CAP TRUST; B T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $62.3M | 7.2% | |
| TRP CASH RESERVES TRUST | — | — | — | $62.3M | 7.2% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $54.5M | 6.3% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $52.9M | 6.1% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $50.3M | 5.8% | |
| STATE STREET U.S. BOND CLASS XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $49.5M | 5.7% | |
| STATE STREET GLOBAL ALL CAP EQUITY STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $49.4M | 5.7% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $48.1M | 5.6% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $45.4M | 5.3% | |
| STATE STREET RUSSELL SM/MID CAP STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $43.0M | 5.0% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $32.5M | 3.8% | |
| WORLD DEVELOPED EX US INDEX SL SF C | — | — | — | $29.9M | 3.5% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | 252,614.521 | $18.6M | $23.1M | 2.7% | |
| MFS INTERNATIONAL EQUITY CIT CLS 3B MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $20.3M | 2.4% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $17.0M | 2.0% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $11.2M | $14.9M | 1.7% | |
| DAILY MSCI EMG MKTS INDX SL FUND Z | — | — | — | $12.5M | 1.5% | |
| EARNEST PARTNERS SMID CAP CORE FUND SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $12.3M | 1.4% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $8.1M | 0.9% | |
| GLOBAL SMALL CAP EQUITY EX-US SL SF | — | — | — | $6.9M | 0.8% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $6.5M | 0.8% | |
| STATE STREET REIT INDEX CLASS II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 070 | Common Collective Trust | — | — | $4.2M | 0.5% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| VFTC TARGET RET INC & GROWTH TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $218K | <0.1% |