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Original filing (PDF)20250812140008NAL0008062657001
ELDON C. STUTSMAN, INC.
Form 5500
FILING_RECEIVED
ELDON C. STUTSMAN, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
328
Accounts w/ balance
455
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELDON C. STUTSMAN, INC..
Plan sponsor
Name
ELDON C. STUTSMAN, INC.
EIN
42-0988393
Address
590 WEST FOREVERGREEN ROAD · NORTH LIBERTY, IA · 52317
Phone
(319) 679-2281
Industry
Wholesale Tradesee all
Plan administrator
Name
ELDON C. STUTSMAN, INC.
EIN
42-0988393
City
NORTH LIBERTY, IA
Phone
(319) 679-2281
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BGHN ASSOCIATES, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILLS BANK AND TRUST COMPANY | 42-0310580 | NORTH LIBERTY, IA | INVESTMENT ADVISOR | $103K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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