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Original filing (PDF)20250910112122NAL0021112113007
SCHIMBERG CO.
Form 5500
FILING_RECEIVED
SCHIMBERG CO. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
162
Plan assets (EOY)
$41.8M
Net assets (EOY)
$41.8M
How this plan invests
This plan
44 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 SCHIMBERG CO..
Plan sponsor
Name
SCHIMBERG CO.
EIN
42-0509630
Address
1106 SHAVER ROAD NE · CEDAR RAPIDS, IA · 52406
Phone
(319) 365-9421
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
2025-09-10
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
FORGE FINANCIAL & MANAGEMENT CONSUL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $700 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | — | ST LOUIS, MO | ADVISOR | $87K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
40 direct securities· $39.3M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Co. Transamerica Guaranteed Investment Option | — | — | — | $5.4M | 12.8% | |
| American Funds American Funds Washington Mtl R3 | — | — | — | $2.9M | 7.0% | |
| Transamerica Capital, Inc Transamerica Asset Alloc – Md Gr Prtf A - | — | — | — | $2.3M | 5.6% | |
| American Funds American Funds Growth Fund of America R3 - | — | — | — | $2.0M | 4.8% | |
| Transamerica Capital, Inc Transamerica Asset Alloc – Mod Prtf A - | — | — | — | $2.0M | 4.7% | |
| Vanguard Target Retirement 2035 - | — | — | — | $2.0M | 4.7% | |
| Vanguard Target Retirement 2040 - | — | — | — | $1.9M | 4.6% | |
| Vanguard Target Retirement 2030 - | — | — | — | $1.8M | 4.4% | |
| Janus Henderson Forty S - | — | — | — | $1.8M | 4.3% | |
| American Funds American Funds Fundamental Investor R3 - | — | — | — | $1.7M | 4.0% | |
| Vanguard Target Retirement 2045 - | — | — | — | $1.6M | 3.9% | |
| Transamerica Capital, Inc Transamerica Asset Alloc – Gr Prtf A - | — | — | — | $1.4M | 3.4% | |
| American Funds American Funds New Perspective R3 - | — | — | — | $1.4M | 3.3% | |
| BlackRock Advantage Large Cap Core R - | — | — | — | $1.3M | 3.1% | |
| Vanguard Target Retirement 2050 - | — | — | — | $1.0M | 2.5% | |
| Vanguard Target Retirement 2025 - | — | — | — | $989K | 2.4% | |
| American Funds American Funds EuroPacific Growth R3 - | — | — | — | $812K | 1.9% | |
| Janus Henderson Balanced S - | — | — | — | $765K | 1.8% | |
| Goldman Sachs Goldman Sachs Tech Opp A | — | — | — | $764K | 1.8% | |
| Prudential Jennison Natural Resources A - | — | — | — | $606K | 1.4% | |
| Vanguard Mid Cap Index Adm - | — | — | — | $567K | 1.4% | |
| Franklin Templeton Franklin Growth Opportunities R - | — | — | — | $545K | 1.3% | |
| Vanguard Target Retirement 2055 - | — | — | — | $460K | 1.1% | |
| Columbia Strategic Income A - | — | — | — | $446K | 1.1% | |
| Vanguard Small Cap Index Adm - | — | — | — | $377K | 0.9% | |
| Columbia Total Return Bond A - | — | — | — | $375K | 0.9% | |
| Thornburg International Value R3 - | — | — | — | $308K | 0.7% | |
| Nuveen Real Estate Secs R3 - | — | — | — | $302K | 0.7% | |
| Columbia Inc Opp A | — | — | — | $252K | 0.6% | |
| Columbia Mid Cap Value A - | — | — | — | $215K | 0.5% | |
| Vanguard Target Retirement 2065 Inv - | — | — | — | $213K | 0.5% | |
| Transamerica Capital, Inc Transamerica Asst Alloc - Cnsrv Prtf A - | — | — | — | $175K | 0.4% | |
| Vanguard Target Retirement 2060 - | — | — | — | $159K | 0.4% | |
| Invesco Small Cap Growth A - | — | — | — | $123K | 0.3% | |
| Columbia Convertible Securities A - | — | — | — | $79K | 0.2% | |
| Invesco Main Street Mid Cap A | — | — | — | $70K | 0.2% | |
| American Century American Century Heritage A - | — | — | — | $37K | <0.1% | |
| Vanguard Target Retirement Inc - | — | — | — | $33K | <0.1% | |
| State Street State Street Instl US Govt Money Market Premier - | — | — | — | $31K | <0.1% | |
| Vanguard Target Retirement 2020 - | — | — | — | $5K | <0.1% |
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