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Original filing (PDF)20251014141653NAL0001528499001
AVE-PLP, LLC
Form 5500
FILING_RECEIVED
AVE-PLP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
990
Accounts w/ balance
1,032
Plan assets (EOY)
$93.6M
Net assets (EOY)
$93.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 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
- 61 bps in Schedule C fees — 283% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVE-PLP, LLC.
Plan sponsor
Name
AVE-PLP, LLC
EIN
20-4936311
Address
58668 190TH STREET · PACIFIC JUNCTION, IA · 51561
Phone
(712) 623-8223
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
EQUIPMENT DEALER CONSULTING, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $482K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $69K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUIPMENT DEALER CONSULTING LLC | — | KANSAS CITY, MO | AUDITOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS, LLC | — | WEST DES MOINES, IA | OTHER | $1K | — |
Investments
29 direct securities · 3 pooled funds· $93.6M(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.
Uncategorized
$92.9M
29 holdings
Common Collective Trust
$649K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $12.7M | 13.6% | |
| iShares MSCI EAFE International Index K Mutual Funds | — | — | — | $8.4M | 9.0% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | — | — | — | $5.4M | 5.8% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | — | — | — | $4.8M | 5.1% | |
| Vanguard Mid Cap Index Fund – Admiral Mutual Funds | — | — | — | $4.5M | 4.8% | |
| Vanguard Equity-Income Adm Mutual Funds | — | — | — | $4.3M | 4.6% | |
| PGIM Total Return Bond R6 Mutual Funds | — | — | — | $4.1M | 4.4% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds | — | — | — | $4.0M | 4.3% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds | — | — | — | $4.0M | 4.3% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | — | — | — | $3.8M | 4.0% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | — | — | — | $3.4M | 3.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $3.3M | 3.6% | |
| Vanguard Short-Term Inv-Grade Adm Mutual Funds | — | — | — | $3.2M | 3.4% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | — | — | — | $3.1M | 3.3% | |
| Janus Henderson Global Equity Income N Mutual Funds | — | — | — | $3.0M | 3.2% | |
| in- (b)Identity of issuer, borrower, lessor of maturity date, rate of interest, collateral, (e)Current interest(*) similar party par or maturity value * MassMutual Guaranteed Interest Account Fixed annuities, Interest rate: 2.45% | — | — | — | $2.6M | 2.8% | |
| Goldman Sachs Gqg Ptnrs Intl Opps R6 Mutual Funds | — | — | — | $2.6M | 2.8% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | — | — | — | $2.2M | 2.4% | |
| Vanguard Small Cap Index Adm Mutual Funds | — | — | — | $2.2M | 2.4% | |
| Blackrock Strategic Global Bond K Mutual Funds | — | — | — | $1.7M | 1.8% | |
| Vanguard Target Retirement Income Inv Mutual Funds | — | — | — | $1.6M | 1.8% | |
| Vanguard Target Retirement 2065 Inv Mutual Funds | — | — | — | $1.6M | 1.7% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Funds | — | — | — | $1.5M | 1.6% | |
| JPMorgan Mid Cap Growth R6 Mutual Funds | — | — | — | $1.0M | 1.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | — | — | — | $877K | 0.9% | |
| Participant Loans Interest Rates: 4.25%-9.50% | — | — | — | $862K | 0.9% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | — | — | — | $836K | 0.9% | |
| American Century Small Cap Growth R6 Mutual Funds | — | — | — | $693K | 0.7% | |
| MassMutual US Govt Mny Mkt Fd Mutual Funds 773 Vanguard Treasury Money Market Inc Mutual Funds | — | — | — | $538K | 0.6% | |
| FIDUCIARY INVESTMENT TRUST AGGRESSI COMERICA BANK · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $247K | 0.3% | |
| FIDUCIARY INVESTMENT TRUST GROWTH C COMERICA BANK · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $203K | 0.2% | |
| FIDUCIARY INVESTMENT TRUST BALANCED COMERICA BANK · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $199K | 0.2% |