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Original filing (PDF)20251014184859NAL0007169586001
VILLAGE NORTHWEST UNLIMITED
Form 5500
FILING_RECEIVED
VNU 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
288
Accounts w/ balance
182
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VILLAGE NORTHWEST UNLIMITED.
Plan sponsor
Name
VILLAGE NORTHWEST UNLIMITED
EIN
42-1044017
Address
330 VILLAGE CIRCLE · SHELDON, IA · 51201
Phone
(712) 324-4873
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
DENMAN CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | CUSTODIAN | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 | THE WOODLANDS, TX | TPA | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN STATE BANK | — | SIOUX CENTER, IA | INVESTMENT PROFESSIONAL | $0 | — |
Investments
28 direct securities· $15.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance Company JPMorgan Growth Advantage R5 | — | — | — | $2.4M | 15.9% | |
| Nationwide Life Insurance Company American Funds Income Fund of America R6 | — | — | — | $1.6M | 10.4% | |
| Nationwide Life Insurance Company Invesco Equity and Income R5 | — | — | — | $1.5M | 10.0% | |
| Nationwide Life Insurance Company BlackRock Equity Dividend Instl | — | — | — | $1.3M | 8.6% | |
| Nationwide Life Insurance Company Invesco Comstock R5 | — | — | — | $1.2M | 7.6% | |
| Nationwide Life Insurance Company Vanguard Balanced Index Adm | — | — | — | $1.2M | 7.5% | |
| Nationwide Life Insurance Company BlackRock Global Allocation Instl | — | — | — | $905K | 5.9% | |
| Nationwide Life Insurance Company American Funds New Perspective Fund R6 | — | — | — | $678K | 4.4% | |
| Nationwide Life Insurance Company TCW MetWest Total Return Bond I | — | — | — | $616K | 4.0% | |
| Nationwide Life Insurance Company PIMCO Total Return Instl | — | — | — | $578K | 3.8% | |
| Nationwide Life Insurance Company Vanguard 500 Index Adm | — | — | — | $571K | 3.7% | |
| Nationwide Life Insurance Company Macquarie Mid Cap Growth I | — | — | — | $404K | 2.6% | |
| Nationwide Life Insurance Company Federated Hermes Government Obligations | — | — | — | $271K | 1.8% | |
| Nationwide Life Insurance Company Vanguard Small Cap Index Adm | — | — | — | $262K | 1.7% | |
| Nationwide Life Insurance Company Macquarie High Income I | — | — | — | $250K | 1.6% | |
| Nationwide Life Insurance Company American Funds Growth Fund of America R6 | — | — | — | $247K | 1.6% | |
| Nationwide Life Insurance Company Baron Small Cap Instl | — | — | — | $233K | 1.5% | |
| Nationwide Life Insurance Company Allspring Special Small Cap Value Inst | — | — | — | $215K | 1.4% | |
| Nationwide Life Insurance Company Vanguard Mid-Cap Value Index Adm | — | — | — | $209K | 1.4% | |
| Nationwide Life Insurance Company Invesco Global Opportunities Y | — | — | — | $156K | 1.0% | |
| Nationwide Life Insurance Company Fidelity Advisor Large Cap Instl | — | — | — | $152K | 1.0% | |
| Nationwide Life Insurance Company DWS RREEF Real Estate Securities S | — | — | — | $129K | 0.8% | |
| Nationwide Life Insurance Company DFA International Core Equity Instl | — | — | — | $80K | 0.5% | |
| Nationwide Life Insurance Company Wells Fargo Small Company Growth Inst. | — | — | — | $64K | 0.4% | |
| Nationwide Life Insurance Company Nationwide Investor Destination Conservative R6 | — | — | — | $48K | 0.3% | |
| Nationwide Life Insurance Company Vanguard Total International Stock Index Fund | — | — | — | $29K | 0.2% | |
| Nationwide Life Insurance Company American Century Mid Cap Value Fund R6 | — | — | — | $4K | <0.1% | |
| Nationwide Life Insurance Company Vanguard Windsor Adm | — | — | — | $3K | <0.1% |
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