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Original filing (PDF)20250911140038NAL0000563969001
DEWILD GRANT RECKERT & ASSOCIATES
Form 5500
FILING_RECEIVED
DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
188
Plan assets (EOY)
$100.0M
Net assets (EOY)
$100.0M
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)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 145% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEWILD GRANT RECKERT & ASSOCIATES.
Plan sponsor
Name
DEWILD GRANT RECKERT & ASSOCIATES
EIN
42-0895249
Address
1302 SOUTH UNION · P.O. BOX 511 · ROCK RAPIDS, IA · 51246
Phone
(712) 472-2531
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-11
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
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $226K | — |
| REDHAWK WEALTH ADVISORS | — | MINNEAPOLIS, MN | NONE | $18K | — |
Investments
28 direct securities · 1 pooled fund· $96.8M(97% 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
$92.0M
28 holdings
Common Collective Trust
$4.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| E-Valuator Growth RMS S Mutual Fund | — | — | — | $16.5M | 16.5% | |
| E-Valuator Agg Growth RMS S Mutual Fund | — | — | — | $12.7M | 12.7% | |
| Fidelity 500 Index Inst'l Prem Mutual Fund | — | — | — | $11.7M | 11.7% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $7.1M | 7.1% | |
| Fidelity Ttl Mkt Idx Inst Prem Mutual Fund | — | — | — | $6.1M | 6.1% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.8% | |
| E-Valuator Moderate RMS S Mutual Fund | — | — | — | $4.7M | 4.7% | |
| Vanguard Mid-Cap Gr Index Adm Mutual Fund | — | — | — | $3.9M | 3.9% | |
| JPMorgan U.S. Resrch Enh Eq R6 Mutual Fund | — | — | — | $2.6M | 2.6% | |
| INDIVIDUAL DIRECTED ACCOUNT Participant Directed | — | — | — | $2.6M | 2.6% | |
| American Funds Am Balancd R6 Mutual Fund | — | — | — | $2.5M | 2.5% | |
| Vanguard Explorer Admiral Mutual Fund | — | — | — | $2.3M | 2.3% | |
| Fidelity Mid Cap Stock K Mutual Fund | — | — | — | $2.3M | 2.3% | |
| American Funds Nw Prspctv R6 Mutual Fund | — | — | — | $2.2M | 2.2% | |
| PIMCO RAE Fund'tl US Sm Mutual Fund | — | — | — | $2.1M | 2.1% | |
| Brandes Core Plus Fixed Income Mutual Fund | — | — | — | $2.0M | 2.0% | |
| Invesco Comstock R6 Mutual Fund | — | — | — | $1.7M | 1.7% | |
| E-Valuator Very Conserv RMS S Mutual Fund | — | — | — | $1.4M | 1.4% | |
| Schwab Fdmt Intl Eqty Index I Mutual Fund | — | — | — | $1.4M | 1.4% | |
| Payden High Income Mutual Fund | — | — | — | $1.3M | 1.3% | |
| E-Valuator Cons/Mod RMS S Mutual Fund | — | — | — | $1.3M | 1.3% | |
| DFA Int'l Large Cap Growth Mutual Fund | — | — | — | $1.1M | 1.1% | |
| E-Valuator Conserv RMS S Mutual Fund | — | — | — | $703K | 0.7% | |
| American Funds New World R6 Mutual Fund | — | — | — | $687K | 0.7% | |
| Van FTSE All Wrld Ex US SC Idx Mutual Fund | — | — | — | $560K | 0.6% | |
| Amer Beacon EAM Int'l Sm Cp R5 Mutual Fund | — | — | — | $313K | 0.3% | |
| TRP Inst'l Floating Rate Inst Mutual Fund | — | — | — | $226K | 0.2% | |
| Hartford World Bond R6 Mutual Fund | — | — | — | $183K | 0.2% | |
| EMPLOYEE LOANS 5.25% - 10.5% | — | — | — | $110K | 0.1% |
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