· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DEERY BROTHERS, INC. — DEERY BROTHERS, INC. SALARY DEFERRAL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522102729NAL0002565425001
DEERY BROTHERS, INC.
Form 5500-SF
FILING_RECEIVED
DEERY BROTHERS, INC. SALARY DEFERRAL 401(K) PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
54
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
DEERY BROTHERS, INC.
.
Find decision makers
Plan sponsor
Name
DEERY BROTHERS, INC.
EIN
42-1350989
Address
200 SOUTH GEAR AVENUE · WEST BURLINGTON, IA · 52655
Phone
(319) 752-6000
Industry
Retail Trade
see all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
TIPTON FORD, INC.
TIPTON FORD, INC. 401(K) PLAN AND TRUST
$2.3M · 45 participants
PREMIUM PROFESSIONAL SERVICES, INC.
GRUPO ALBERIC CASH OR DEFERRED INCOME PLAN
$2.3M · 148 participants
ARROW FORD, INC.
ARROW FORD, INC. 401(K) RETIREMENT PLAN
$2.3M · 182 participants
SMITH FORD, INC. DBA WOODY SMITH FORD
SMITH FORD, INC. 401(K) PLAN
$2.3M · 75 participants
WYNNE FORD, INC. VOLVO GROUP
WYNNE FORD, INC. VOLVO GROUP 401(K) PLAN
$2.3M · 49 participants
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.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DULLES MOTOR CARS, INC.
DULLES MOTOR CARS, INC. 401(K) PROFIT SHARING
$2.3M · 128 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
