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Original filing (PDF)20251006111045NAL0003314737001

MANATT'S, INC.

Form 5500
FILING_RECEIVED
MANATT'S, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 3
100% in single holding~6599 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,121
Accounts w/ balance
—
Plan assets (EOY)
$206K
Net assets (EOY)
$120K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "First State Bank of Lynnville, Iowa First Rate Checking at 0.65%" is 100% of plan.
  • 6599 bps in Schedule C fees — 4076% above peer band of 158 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANATT'S, INC..
Plan sponsor
Name
MANATT'S, INC.
EIN
42-1377409
Address
P.O. BOX 535 · BROOKLYN, IA · 52211
Phone
(641) 522-9206
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Broker
3
NameEINLocationRelationDirect compIndirect comp
DELTA DENTAL42-0959302—INSURANCE BROKER$59K—
SYMETRA LIFE INSURANCE COMPANY91-0742147—INSURANCE BROKER$53K—
VISION SERVICE PLAN06-1227840—INSURANCE BROKER$23K—

Investments

1 direct security· $57K(28% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
First State Bank of Lynnville, Iowa First Rate Checking at 0.65%——$57K$57K27.9%

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