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Original filing (PDF)20251027180936NAL0006042817001
PLEASANT VALLEY TRAILERS
Form 5500
FILING_RECEIVED
PLEASANT VALLEY TRAILERS RETIREMENT PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
163
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLEASANT VALLEY TRAILERS.
Plan sponsor
Name
PLEASANT VALLEY TRAILERS
EIN
30-0389878
Address
PO BOX 395 · SUGARCREEK, OH · 44681
Phone
(330) 852-4811
Industry
Manufacturingsee 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
2025-10-27
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOORE & NEIDENTHAL
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 | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | — | WACO, TX | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
23 direct securities· $6.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $1.1M | 17.7% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $1.1M | 16.9% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $625K | 9.8% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $602K | 9.4% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $556K | 8.7% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $502K | 7.9% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $368K | 5.8% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $337K | 5.3% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $317K | 5.0% | |
| Fidelity Investments Fidelity Total Market Index | — | — | — | $163K | 2.5% | |
| American Funds American Funds 2070 Trgt Date Retire R6 | — | — | — | $153K | 2.4% | |
| Fidelity Investments Fidelity International Index | — | — | — | $142K | 2.2% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $96K | 1.5% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $35K | 0.5% | |
| BlackRock IShares Russell Mid-Cap Index K | — | — | — | $34K | 0.5% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $27K | 0.4% | |
| American Funds American Funds Capital Inc Bldr R6 | — | — | — | $21K | 0.3% | |
| American Funds American Funds New Perspective R6 | — | — | — | $18K | 0.3% | |
| Fidelity Investments Fidelity Advisor Total Bond Z | — | — | — | $11K | 0.2% | |
| JP Morgan JPMorgan Equity Income R6 | — | — | — | $7K | 0.1% | |
| Fidelity Investments Fidelity Advisor Small Cap Value Z | — | — | — | $7K | 0.1% | |
| Empower Annuity Insurance Company Putnam Stable Value Fund SA | — | — | — | $4K | <0.1% | |
| BlackRock 20/80 Target Allocation | — | — | — | $3K | <0.1% |
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