· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SHOEMAKER & HAALAND — SHOEMAKER & HAALAND 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250822132543NAL0009962530001
SHOEMAKER & HAALAND
Form 5500-SF
FILING_RECEIVED
SHOEMAKER & HAALAND 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
34
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHOEMAKER & HAALAND
.
Find decision makers
Plan sponsor
Name
SHOEMAKER & HAALAND
EIN
42-1053044
Address
160 HOLIDAY ROAD · CORALVILLE, IA · 52241
Phone
(319) 351-7150
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-08-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
QUALIFIED TECHNICAL SERVICES, INC.
QUALIFIED TECHNICAL SERVICES 401(K) PS PLAN
$7.2M · 100 participants
VOGLER & SPENCER ENGINEERING, INC.
VOGLER & SPENCER ENGINEERING, INC. EE PS 401(K) PLAN
$7.2M · 45 participants
LSC DESIGN, INC. D/B/A WAREHAUS A/E
WAREHAUS RETIREMENT PLAN
$7.2M · 39 participants
ARKK ENGINEERS, LLC
ARKK ENGINEERS, LLC 401(K) PLAN
$7.2M · 21 participants
LIN CONSULTING, INC.
LIN CONSULTING, INC. EMPLOYEE RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.2M · 21 participants
ATKINSON AERONAUTICS & TECH INC.
ATKINSON AERO 401 (K) PLAN
$7.2M · 70 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
