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Original filing (PDF)20260113165657NAL0028340850001
INNOVATIVE AG SERVICES CO.
Form 5500
FILING_RECEIVED
THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
306
Accounts w/ balance
—
Plan assets (EOY)
$66.6M
Net assets (EOY)
$66.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE AG SERVICES CO..
Plan sponsor
Name
INNOVATIVE AG SERVICES CO.
EIN
20-2096489
Address
2010 S MAIN ST · MONTICELLO, IA · 523107707
Phone
(319) 465-6896
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
ASSOCIATED BENEFITS CORPORATION
EIN
42-1279416
City
WEST DES MOINES, IA
Phone
(515) 226-0303
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $59K | — |
| MERCER | 13-2934414 | — | NONE | $25K | — |
Investments
7 direct securities · 10 pooled funds· $66.6M(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
$42.1M
10 holdings
Uncategorized
$24.5M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $4.9M | $9.0M | 13.6% | |
| Fidelity Real Estate Index Fund Mutual Fund 341,514 shares | — | — | $5.4M | $5.6M | 8.5% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $3.2M | $5.5M | 8.2% | |
| TCW MetWest Total Return Bond Fund Class I Mutual Fund 582,117 shares | — | — | $6.1M | $5.3M | 7.9% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $4.8M | $5.2M | 7.9% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $4.9M | $5.2M | 7.8% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $3.4M | $5.2M | 7.8% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund Mutual Fund 488,789 shares | — | — | $3.7M | $3.8M | 5.7% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $2.5M | $3.7M | 5.5% | |
| American Funds Europacific Growth R6 Fund Mutual Fund 67,007 shares | — | — | $3.7M | $3.7M | 5.5% | |
| PFG/MULTI-MANAGER SMALL CAP CIT F SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $1.9M | $2.7M | 4.1% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $1.9M | $2.6M | 3.9% | |
| Invesco Oppenheimer International Growth R6 Fund Mutual Fund 557,106 shares | — | — | $2.9M | $2.5M | 3.7% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $1.2M | $2.4M | 3.6% | |
| Fidelity Emerging Markets Index Fund Mutual Fund 175,988 shares | — | — | $1.9M | $1.9M | 2.9% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund 218,028 shares | — | — | $1.9M | $1.7M | 2.6% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $518K | $518K | 0.8% |
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