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Original filing (PDF)20250916105453NAL0004176018001
SCHELL & KAMPETER, INC.
Form 5500
FILING_RECEIVED
SCHELL & KAMPETER, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,132
Accounts w/ balance
1,300
Plan assets (EOY)
$116.5M
Net assets (EOY)
$116.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 152% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHELL & KAMPETER, INC..
Plan sponsor
Name
SCHELL & KAMPETER, INC.
EIN
43-0951994
Address
4TH AND OLIVE · META, MO · 65058
Phone
(573) 229-4203
Industry
Manufacturingsee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILLIAMS-KEEPERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $294K | — |
Investments
33 direct securities · 1 pooled fund· $112.9M(97% 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
$104.3M
33 holdings
Common Collective Trust
$8.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $20.9M | 18.0% | |
| Dodge & Cox Income Fund | — | — | — | $13.8M | 11.8% | |
| Hartford International Opportunities Fund | — | — | — | $13.8M | 11.8% | |
| MainStay Large Cap Growth Fund | — | — | — | $10.3M | 8.8% | |
| Putnam Large Cap Value Fund | — | — | — | $9.2M | 7.9% | |
| PUTNAM STABLE VALUE 25 PUTNAM FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.6M | 7.4% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $5.0M | 4.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $4.9M | 4.2% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $3.9M | 3.4% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $3.9M | 3.3% | |
| MFS Mid Cap Value Fund | — | — | — | $3.2M | 2.7% | |
| Participant loans Interest rates of 3.25% to 8.50% | — | — | — | $3.1M | 2.6% | |
| Vanguard Wellington Fund | — | — | — | $1.8M | 1.5% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $1.3M | 1.1% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $1.1M | 0.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.0M | 0.9% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.0M | 0.9% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $887K | 0.8% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $625K | 0.5% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $574K | 0.5% | |
| Fidelity Inflation Protected Bond Fund | — | — | — | $530K | 0.5% | |
| Fidelity Intermediate Treasury Bond Index Fund | — | — | — | $516K | 0.4% | |
| Vanguard Balanced Index Fund | — | — | — | $478K | 0.4% | |
| Wells Fargo Special Small Cap Value Fund | — | — | — | $439K | 0.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $434K | 0.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $356K | 0.3% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $352K | 0.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $344K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $303K | 0.3% | |
| Voya Small Cap Growth Fund | — | — | — | $257K | 0.2% | |
| Fidelity International Index Fund | — | — | — | $106K | <0.1% | |
| Vanguard Specialized Real Estate Index Fund | — | — | — | $49K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $2K | <0.1% |
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