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Original filing (PDF)20251015113705NAL0002336499001
WHITFIELD & EDDY P.L.C.
Form 5500
FILING_RECEIVED
WHITFIELD & EDDY P.L.C. 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
108
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITFIELD & EDDY P.L.C..
Plan sponsor
Name
WHITFIELD & EDDY P.L.C.
EIN
42-0643980
Address
699 WALNUT STREET, SUITE 2000 · DES MOINES, IA · 50309
Phone
(515) 288-6041
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT | 82-1364595 | OVERLAND PARK, KS | NONE | $35K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
| PENSION ADMINISTRATORS LLC | 20-4043839 | OMAHA, NE | NONE | $525 | — |
| PENSION ADMINISTRATORS LLC | 20-4043839 | OMAHA, NE | NONE | — | — |
| TD AMERITRADE, INC. | 82-0543156 | — | NONE | — | — |
Investments
28 direct securities · 1 pooled fund· $30.8M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$29.5M
27 holdings
Common Collective Trust
$1.0M
1 holding
Mutual Funds
$216K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant-Directed Brokerage Accounts | — | — | — | $7.0M | 21.5% | |
| Vanguard Institutional Target Retirement 2035 | — | — | — | $3.4M | 10.5% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $3.3M | 10.2% | |
| Vanguard 500 Index Adm | — | — | — | $2.7M | 8.2% | |
| Vanguard Institutional Target Retirement 2025 | — | — | — | $1.9M | 5.8% | |
| Vanguard Institutional Target Retirement 2030 | — | — | — | $1.7M | 5.3% | |
| Vanguard Institutional Target Retirement 2020 | — | — | — | $1.3M | 3.9% | |
| Vanguard Institutional Target Retirement 2045 | — | — | — | $1.2M | 3.7% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $1.1M | 3.4% | |
| MORLEY STABLE VALUE FUNDS FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.0M | 3.2% | |
| Vanguard Institutional Target Retirement 2040 | — | — | — | $853K | 2.6% | |
| Vanguard Institutional Target Retirement 2055 | — | — | — | $795K | 2.4% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $786K | 2.4% | |
| Vanguard Intermediate-Term Bond Index Adm | — | — | — | $710K | 2.2% | |
| Vanguard Institutional Target Retirement 2050 | — | — | — | $685K | 2.1% | |
| Vanguard Small-Cap Index Adm | — | — | — | $364K | 1.1% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $305K | 0.9% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $305K | 0.9% | |
| Vanguard Emerging Markets Stock Index Adm | — | — | — | $219K | 0.7% | |
| Fidelity Advisor Intl Growth Fund Class Z | Mutual Funds | — | — | $216K | 0.7% | |
| Janus Henderson Enterprise Fund Class N | — | — | — | $186K | 0.6% | |
| MFS Value Fund Class R6 | — | — | — | $184K | 0.6% | |
| Franklin Templeton Investments Small Cap Growth Fund Class R6 | — | — | — | $142K | 0.4% | |
| Participant Loans 4.75% to 8.50% | — | — | — | $133K | 0.4% | |
| Vanguard Institutional Target Retirement 2070 614 Vanguard Institutional Target Retirement Income | — | — | — | $94K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 | — | — | — | $57K | 0.2% | |
| Vanguard Institutional Target Retirement 2060 | — | — | — | $51K | 0.2% | |
| Tributary Funds Income Instl Plus | — | — | — | $34K | 0.1% | |
| Tributary Funds Small Company Instl Plus | — | — | — | $25K | <0.1% |