Original filing (PDF)20251003135441NAL0001483409001

Sand Creek Post & BEAM, Inc.

Name: Sand Creek Post & BEAM, Inc. — Sand Creek 401(k), Form 5500 (2024)
Creator: Sand Creek Post & BEAM, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sand Creek 401(k) Profit Sharing Plan

401(k) retirement plan · Sand Creek Post & BEAM, Inc.'s Sand Creek 401(k) Profit Sharing Plan held $9.4M in plan assets for 167 participants in 2024, with Alerus as recordkeeper.

Signals · 1

High average account balance

Active participants

167

Accounts w/ balance

143

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAND CREEK POST & BEAM, INC.

Plan sponsor

Name

SAND CREEK POST & BEAM, INC

EIN

20-0605646all filings

Address

116 W 1ST STREET · WAYNE, NE · 68787

Phone

(888) 489-1680

Industry

Construction

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FRANKEL LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS FINANCIAL, N.A.	45-6062081	—	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RENAISSANCE FINANCIAL CORPORATION	43-1688273	—	NONE	$23K	—

Investments

28 direct securities· $9.4M(100% of reported assets)

Mutual Funds

$4.5M

16 holdings

Other securities

$2.9M

4 holdings

Common Collective Trusts

$1.8M

6 holdings

Participant loans

$167K

1 holding

Stable Value

$15K

1 holding

					% of plan
William Blair Large Cap Growth	Other securities	—	—	$1.6M	16.8%
Dodge & Cox Stock Fund	Mutual Funds	—	—	$1.4M	15.4%
Dodge & Cox Income Fund	Mutual Funds	—	—	$886K	9.5%
Vanguard International Growth Fund	Mutual Funds	—	—	$802K	8.6%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$716K	7.6%
Baron Partners Fund	Other securities	—	—	$576K	6.1%
Dimensional US Small Cap Value Portfolio	Mutual Funds	—	—	$568K	6.1%
Vanguard Small Cap Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$560K	6.0%
Nuance Mid Cap Value Fund	Other securities	—	—	$428K	4.6%
Vanguard Emerging Markets Stock Index Fund	Common Collective Trusts	—	—	$297K	3.2%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$277K	3.0%
BNY Mellon Global Fixed Income Fund Class I	Other securities	—	—	$273K	2.9%
Primecap Odyssey Aggressive Growth	Mutual Funds	—	—	$234K	2.5%
Participant Loans	Participant loans	—	—	$167K	1.8%
Vanguard Index Trust Mid Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$160K	1.7%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$85K	0.9%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$59K	0.6%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$59K	0.6%
Vanguard Developed Markets Index Fund	Common Collective Trusts	—	—	$38K	0.4%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$27K	0.3%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$25K	0.3%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$25K	0.3%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$21K	0.2%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$16K	0.2%
MetLife Stable Value Fund	Stable Value	—	—	$15K	0.2%
Dimensional International Value Portfolio Institutional Class	Mutual Funds	—	—	$6K	<0.1%
Dodge & Cox Balanced Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$460	<0.1%