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Original filing (PDF)20251008132128NAL0009841024001
CALCIUM PRODUCTS INC.
Form 5500
FILING_RECEIVED
CALCIUM PRODUCTS INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
152
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
21 pooled trusts
Schedule D
23 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 (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALCIUM PRODUCTS INC..
Plan sponsor
Name
CALCIUM PRODUCTS INC.
EIN
42-1300275
Address
ISU RESEARCH PARK · 2520 N. LOOP DRIVE, #7100 · AMES, IA · 50010
Phone
(800) 255-8196
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $6K | — |
| SUPERIORUSA CORPORATION | 41-1913603 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY-PLAN | $15K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $1K | — |
Investments
3 direct securities · 21 pooled funds· $7.5M(100% 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.
Pooled Separate Account
$6.3M
21 holdings
Uncategorized
$1.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREONTRK 2040 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $1.3M | 18.5% | |
| TRANSAMERICA RETIREONTRK 2035 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $818K | 12.1% | |
| TLIC Growth Fund of America Ret Opt Pooled separate account | — | — | — | $601K | 8.9% | |
| AMERICAN FUNDS GORWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $601K | 8.9% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $450K | 6.6% | |
| TLIC Stable Value Core Option Fixed annuity account | — | — | — | $436K | 6.4% | |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $394K | 5.8% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $272K | 4.0% | |
| TRANSAMERICA RETIREONTRK 2060 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $257K | 3.8% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $244K | 3.6% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $239K | 3.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $227K | 3.4% | |
| TRANSAMERICA RETIREONTRK 2045 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $192K | 2.8% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $182K | 2.7% | |
| TRANSAMERICA RETIREONTRK 2025 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $173K | 2.6% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $162K | 2.4% | |
| TRANSAMERICA RETIREONTRK 2030 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $159K | 2.3% | |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $129K | 1.9% | |
| TRANSAMERICA HIGH YIELD BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $127K | 1.9% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $124K | 1.8% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $114K | 1.7% | |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 078 | Pooled Separate Account | — | — | $113K | 1.7% | |
| VICTORY SYCAMORE ESTABLISHED VALUE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 613 | Pooled Separate Account | — | — | $107K | 1.6% | |
| TLIC Sycamore Established Value Ret Opt Pooled separate account | — | — | — | $107K | 1.6% |