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Original filing (PDF)20250916090921NAL0001086179001
IOWA LIMESTONE COMPANY DBA ILC RESOURCES
Form 5500
FILING_RECEIVED
IOWA LIMESTONE COMPANY PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
168
Accounts w/ balance
183
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly 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 IOWA LIMESTONE COMPANY DBA ILC RESOURCES.
Plan sponsor
Name
IOWA LIMESTONE COMPANY DBA ILC RESOURCES
EIN
42-0332760
Address
3301 106TH CIRCLE · URBANDALE, IA · 50322
Phone
(515) 243-8106
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICE LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CUSTODIAN | $30K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CUSTODIAN | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BISON WEALTH | 46-0955252 | ATLANTA, GA | INVESTMENT ADVISORY | $30K | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 42-1451295 | PALATINE, IL | THIRD PARTY ADMIN | $20K | — |
| NEWPORT GROUP, INC. | 27-2037969 | PASADENA, CA | THIRD PARTY ADMIN | $18K | — |
| NEWPORT GROUP, INC. | 27-2037969 | FOLSOM, CA | THIRD PARTY ADMIN | $520 | — |
Investments
34 direct securities· $22.9M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Fixed Select Option | — | — | — | $3.7M | 15.1% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $3.7M | 14.9% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $2.4M | 9.6% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $2.0M | 8.2% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $1.8M | 7.3% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $1.4M | 5.5% | |
| Vanguard Growth Index Admiral | — | — | — | $1.1M | 4.3% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $920K | 3.7% | |
| American Funds New Perspective R6 | — | — | — | $761K | 3.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $620K | 2.5% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $582K | 2.4% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $574K | 2.3% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $464K | 1.9% | |
| Vanguard Value Index Adm | — | — | — | $449K | 1.8% | |
| Vanguard Target Retirement Inc | — | — | — | $444K | 1.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $381K | 1.5% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $360K | 1.5% | |
| Principal High Yield Inst | — | — | — | $199K | 0.8% | |
| AllianceBernstein Discovery Growth Fund | — | — | — | $153K | 0.6% | |
| DFA Inflation-Protected Securities I | — | — | — | $144K | 0.6% | |
| DFA Emerging Markets I | — | — | — | $136K | 0.5% | |
| Vanguard Extended Market Index Admiral | — | — | — | $128K | 0.5% | |
| Nationwide Amundi Strat Inc R6 | — | — | — | $114K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $111K | 0.4% | |
| Carillon Reams Core Plus Bond I | — | — | — | $97K | 0.4% | |
| Nationwide International Index R6 | — | — | — | $46K | 0.2% | |
| American Funds US Govt Sec R6 | — | — | — | $43K | 0.2% | |
| Federal Government Federal Government Obligations | — | — | — | $38K | 0.2% | |
| Vanguard Energy Index Fund | — | — | — | $33K | 0.1% | |
| Virtus AlphaSimplex Managed Futures Strategy Fund | — | — | — | $28K | 0.1% | |
| Vanguard Commodity Strategy Fund | — | — | — | $26K | 0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $17K | <0.1% | |
| Franklin Gold Prec Mtls Adv | — | — | — | $9K | <0.1% | |
| Vaneck International Inv Gold Inst | — | — | — | $9K | <0.1% |