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Original filing (PDF)20250908092819NAL0032481152001
SLOAN IMPLEMENT COMPANY, INC.
Form 5500
FILING_RECEIVED
SLOAN IMPLEMENT COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
724
Accounts w/ balance
785
Plan assets (EOY)
$55.8M
Net assets (EOY)
$55.8M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SLOAN IMPLEMENT COMPANY, INC..
Plan sponsor
Name
SLOAN IMPLEMENT COMPANY, INC.
EIN
37-1327323
Address
120 N. BUSINESS 51 · ASSUMPTION, IL · 62510
Phone
(217) 226-4411
Industry
Wholesale Tradesee 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
2025-09-08
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $2K | — |
Investments
21 direct securities · 1 pooled fund· $55.8M(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
$54.4M
21 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Smartretirement 2040 R6 Registered investment company N/A | — | — | — | $6.2M | 11.2% | |
| JP Morgan Smartretirement 2050 R6 Registered investment company N/A | — | — | — | $5.4M | 9.7% | |
| JP Morgan Smartretirement 2045 R6 Registered investment company N/A | — | — | — | $5.4M | 9.6% | |
| JP Morgan Smartretirement 2030 R6 Registered investment company N/A | — | — | — | $5.3M | 9.6% | |
| JP Morgan Smartretirement 2035 R6 Registered investment company N/A | — | — | — | $5.2M | 9.3% | |
| JP Morgan Smartretirement Income R6 Registered investment company N/A | — | — | — | $5.0M | 9.0% | |
| JP Morgan Smartretirement 2025 R6 Registered investment company N/A | — | — | — | $3.3M | 5.8% | |
| Vanguard 500 Index Fund - Admiral Registered investment company N/A | — | — | — | $3.2M | 5.7% | |
| MFS Growth R6 Registered investment company N/A | — | — | — | $2.6M | 4.7% | |
| JP Morgan Smartretirement 2020 R6 Registered investment company N/A | — | — | — | $2.2M | 4.0% | |
| Vanguard Mid Cap Index ADM Registered investment company N/A | — | — | — | $2.0M | 3.5% | |
| JP Morgan Smartretirement 2055 R6 Registered investment company N/A | — | — | — | $1.8M | 3.1% | |
| JP Morgan Smartretirement 2060 R6 Registered investment company N/A | — | — | — | $1.7M | 3.1% | |
| Vanguard Total Intl Stock Index Admiral Registered investment company N/A | — | — | — | $1.4M | 2.5% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.4% | |
| American Funds Washing Mutual R6 Registered investment company N/A | — | — | — | $926K | 1.7% | |
| Loomis Sayles Investment Grade Bond N Registered investment company N/A | — | — | — | $846K | 1.5% | |
| Vanguard Explorer ADM Registered investment company N/A | — | — | — | $673K | 1.2% | |
| maturity of 1 to 20 years) N/A | — | — | — | $448K | 0.8% | |
| American Funds New World R6 Registered investment company N/A | — | — | — | $428K | 0.8% | |
| JP Morgan Smartretirement 2065 R6 Registered investment company N/A | — | — | — | $337K | 0.6% | |
| MFS Research International R6 Registered investment company N/A | — | — | — | $107K | 0.2% |
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