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Original filing (PDF)20251006130803NAL0009333090001
SIGOURNEY TRACTOR & IMPLEMENT CO. L.C.
Form 5500
FILING_RECEIVED
SIGOURNEY TRACTOR & IMPLEMENT CO. L.C. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
267
Accounts w/ balance
310
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIGOURNEY TRACTOR & IMPLEMENT CO. L.C..
Plan sponsor
Name
SIGOURNEY TRACTOR & IMPLEMENT CO. L.C.
EIN
42-1476614
Address
3309 LUCAS STREET · MUSCATINE, IA · 52761
Phone
(563) 264-8994
Industry
Retail Tradesee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURNACE CORPORATION | 47-0098400 | — | RECORD KEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | — | OVERLAND PARK, KS | TPA | $12K | — |
Investments
42 direct securities · 1 pooled fund· $38.7M(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.
Uncategorized
$20.6M
42 holdings
Pooled Separate Account
$18.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INSUR CORP SEP ACCT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $18.0M | 87.3% | |
| Ameritas Life Insurance Corp. American Century Growth Fund, R6 | — | — | — | $2.4M | 11.7% | |
| Ameritas Life Insurance Corp. Guaranteed Investment Contract | — | — | — | $2.4M | 11.4% | |
| MFS Value | — | — | — | $1.8M | 8.8% | |
| Vanguard 500 Index | — | — | — | $1.4M | 6.9% | |
| MFS International Value | — | — | — | $1.4M | 6.8% | |
| JPMorgan US Equity Fund | — | — | — | $1.4M | 6.6% | |
| Dodge & Cox Income Fund | — | — | — | $1.0M | 5.1% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $826K | 4.0% | |
| T Rowe Price MidCap Growth | — | — | — | $706K | 3.4% | |
| T Rowe Capital Appreciation | — | — | — | $703K | 3.4% | |
| Vanguard Mid-Cap Value Index | — | — | — | $630K | 3.1% | |
| T Rowe Price Retirement 2030 | — | — | — | $577K | 2.8% | |
| Vanguard Small Cap Index | — | — | — | $531K | 2.6% | |
| Pioneer Strategic Income | — | — | — | $518K | 2.5% | |
| Vanguard Small Cap Growth Index | — | — | — | $498K | 2.4% | |
| Vanguard Developed Markets Index | — | — | — | $411K | 2.0% | |
| T Rowe Price Retirement 2060 | — | — | — | $354K | 1.7% | |
| T Rowe Price Retirement 2050 | — | — | — | $311K | 1.5% | |
| Vanguard Mid-Cap Growth Index | — | — | — | $308K | 1.5% | |
| from January 2025 to July 2039 - | — | — | — | $268K | 1.3% | |
| Blackrock High Yield Bond Portfolio | — | — | — | $243K | 1.2% | |
| T Rowe Price Retirement 2025 | — | — | — | $213K | 1.0% | |
| T Rowe Price Retirement 2055 | — | — | — | $194K | 0.9% | |
| Vanguard Growth Index | — | — | — | $174K | 0.8% | |
| Vanguard Real Estate Index Fund | — | — | — | $169K | 0.8% | |
| T Rowe Price Retirement 2035 | — | — | — | $158K | 0.8% | |
| DFA Emerging Markets Core Equity | — | — | — | $143K | 0.7% | |
| Vanguard Utilities Index Fund | — | — | — | $117K | 0.6% | |
| T Rowe Price Retirement 2045 | — | — | — | $104K | 0.5% | |
| T Rowe Price Retirement 2065 | — | — | — | $97K | 0.5% | |
| BNY Mellon Natural Resources | — | — | — | $92K | 0.4% | |
| Vanguard Total International Bond Index | — | — | — | $82K | 0.4% | |
| Vanguard Total Bond Market Index | — | — | — | $77K | 0.4% | |
| T Rowe Price Retirement 2020 | — | — | — | $69K | 0.3% | |
| Vanguard Short-Term Bond Index | — | — | — | $44K | 0.2% | |
| Vanguard Small Cap Value Index | — | — | — | $39K | 0.2% | |
| Vanguard Inflation-Protected Securities | — | — | — | $34K | 0.2% | |
| T Rowe Price Retirement 2010 | — | — | — | $34K | 0.2% | |
| T Rowe Price Retirement Balanced | — | — | — | $31K | 0.2% | |
| Fidelity VIP Money Market | — | — | — | $28K | 0.1% | |
| Vanguard Value Index | — | — | — | $26K | 0.1% | |
| T Rowe Price Retirement 2040 | — | — | — | $25K | 0.1% |