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Original filing (PDF)20251008104454NAL0005424321001
POWERS AND SONS, LLC
Form 5500
FILING_RECEIVED
POWERS AND SONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
222
Accounts w/ balance
267
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 50% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWERS AND SONS, LLC.
Plan sponsor
Name
POWERS AND SONS, LLC
EIN
33-1009205
Address
1613 MAGDA DRIVE · MONTPELIER, OH · 43543
Phone
(419) 485-6355
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WILLIAM VAUGHAN COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $57K | — |
| SHEPHERD FINANCIAL INVESTMENT | — | CARMEL, IN | NONE | $13K | — |
Investments
18 direct securities · 11 pooled funds· $16.0M(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
$10.3M
11 holdings
Uncategorized
$5.7M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CHOICE RET 35 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.1M | 13.3% | |
| AMERICAN CENTURY ONE CHOICE RET 25 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.6% | |
| AMERICAN CENTURY ONE CHOICE RET 30 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.4% | |
| AMERICAN CENTURY ONE CHOICE RET 40 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.1% | |
| AMERICAN CENTURY ONE CHOICE RET 45 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $769K | 4.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $766K | 4.8% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $730K | 4.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $647K | 4.0% | |
| AMERICAN CENTURY ONE CHOICE IN RET GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $614K | 3.8% | |
| AMERICAN CENTURY ONE CHOICE RET 55 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $564K | 3.5% | |
| AMERICAN CENTURY ONE CHOICE RET 50 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $515K | 3.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $501K | 3.1% | |
| Invesco Discovery Mid Cap Growth R6 Invesco 0 | — | — | — | $468K | 2.9% | |
| BlackRock Equity Dividend K BlackRock 0 | — | — | — | $457K | 2.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $444K | 2.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $418K | 2.6% | |
| JPMorgan Core Bond R6 JP Morgan 0 | — | — | — | $224K | 1.4% | |
| Fidelity Emerging Markets Index Fidelity 0 | — | — | — | $219K | 1.4% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $202K | 1.3% | |
| Fidelity Small Cap Growth K6 Fidelity 0 | — | — | — | $192K | 1.2% | |
| AMERICAN CENTURY ONE CHOICE RET 60 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $176K | 1.1% | |
| WCM Focused International Growth Instl WCM 0 | — | — | — | $119K | 0.7% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $93K | 0.6% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $76K | 0.5% | |
| Manning & Napier HY Bond Series Z Manning 0 | — | — | — | $73K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $30K | 0.2% | |
| AMERICAN CENTURY ONE CHOICE RET 65 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $17K | 0.1% | |
| Applied Finance Explorer Instl Applied 0 | — | — | — | $12K | <0.1% |
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