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Original filing (PDF)20251013162616NAL0003677346001
CLAAS OF AMERICA INC.
Form 5500
FILING_RECEIVED
CLAAS EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Active participants
365
Accounts w/ balance
425
Plan assets (EOY)
$52.9M
Net assets (EOY)
$52.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAAS OF AMERICA INC..
Plan sponsor
Name
CLAAS OF AMERICA INC.
EIN
38-2287245
Address
8401 SOUTH 132ND ST · OMAHA, NE · 68138
Phone
(402) 861-1000
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $62K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
21 direct securities · 10 pooled funds· $52.9M(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
$27.6M
10 holdings
Uncategorized
$25.3M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CHOICE 2035 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.9M | 11.2% | |
| AMERICAN CENTURY ONE CHOICE 2045 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.2M | 9.8% | |
| Vanguard 500 Index Fund Mutual Fund N/A | — | — | — | $5.0M | 9.5% | |
| AMERICAN CENTURY ONE CHOICE 2040 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.1M | 7.7% | |
| AMERICAN CENTURY ONE CHOICE 2050 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.5M | 6.7% | |
| MassMutual Diversified SAGIC II Guaranteed Investment Contract N/A | — | — | — | $3.0M | 5.7% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund N/A | — | — | — | $2.9M | 5.5% | |
| AMERICAN CENTURY ONE CHOICE 2030 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.2% | |
| AMERICAN CENTURY ONE CHOICE 2055 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.6% | |
| PGIM total Return Bond R6 Mutual Fund N/A | — | — | — | $1.7M | 3.2% | |
| Vanguard Windsor II Fund Mutual Fund N/A | — | — | — | $1.6M | 3.1% | |
| AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.9% | |
| Cohen & Steers Real Estate Securities I Mutual Fund N/A | — | — | — | $1.5M | 2.8% | |
| Vanguard Developed Markets Index Fund Mutual Fund N/A | — | — | — | $1.4M | 2.7% | |
| Vanguard Small Cap Index Fund Mutual Fund N/A | — | — | — | $1.2M | 2.3% | |
| American Funds New World Fund R6 Mutual Fund N/A | — | — | — | $1.2M | 2.2% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | — | — | — | $1.1M | 2.2% | |
| American Funds Income Fund of America R6 Mutual Fund N/A | — | — | — | $943K | 1.8% | |
| AMERICAN CENTURY ONE CHOICE 2025 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $936K | 1.8% | |
| AMERICAN CENTURY ONE CHOICE 2060 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $926K | 1.8% | |
| Wells Fargo Allspring Special Mid Cap Value R6 Mutual Fund N/A | — | — | — | $847K | 1.6% | |
| Notes receivable from participants Maturing 2025-2032 at interest rates of 4.25% - 9.5% - | — | — | — | $498K | 0.9% | |
| MassMutual Mid Cap Growth Fund Mutual Fund N/A | — | — | — | $470K | 0.9% | |
| MassMutual Premier High Yield Fund Mutual Fund N/A | — | — | — | $440K | 0.8% | |
| AMERICAN CENTURY ONE CHOICE 2065 XX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $394K | 0.7% | |
| Self-Directed Brokerage Accounts Various N/A | — | — | — | $293K | 0.6% | |
| BNY Mellon International Stock I Mutual Fund N/A | — | — | — | $279K | 0.5% | |
| Federated Hermes MDT Small Cap Growth Fund Mutual Fund N/A | — | — | — | $263K | 0.5% | |
| BNY Mellon International Core Equity Fd Mutual Fund N/A | — | — | — | $245K | 0.5% | |
| Janus Small Cap Value N Mutual Fund N/A | — | — | — | $237K | 0.4% | |
| MassMutual US Government Money Market Mutual Fund N/A | — | — | — | $10K | <0.1% |