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Original filing (PDF)20250908152236NAL0041715010001
PONY BIRD, INC.
Form 5500
FILING_RECEIVED
PONY BIRD RETIREMENT PLAN
401(k) retirement plan
Active participants
198
Accounts w/ balance
218
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
25 pooled trusts
Schedule D
19 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 (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PONY BIRD, INC..
Plan sponsor
Name
PONY BIRD, INC.
EIN
43-1188096
Address
1 PONY BIRD LANE · P.O.BOX 190 · MAPAVILLE, MO · 63065
Phone
(636) 282-4407
Industry
Health Care & Social Assistancesee 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
2025-09-08
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)
Audit & trust (Schedule H)
Auditor
RUBINBROWN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | 01-0233346 | — | RECORDKEEPER | $1K | — |
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC(USA) | 95-2755361 | SANTA MONICA, CA | REGISTERED INV ADVISOR | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | — | ST LOUIS, MO | CONTRACT ADMIN | $75 | — |
Investments
5 direct securities · 25 pooled funds· $7.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$7.4M
25 holdings
Uncategorized
$297K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 19.9% | |
| STATE STREET TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 18.0% | |
| STATE STREET TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $952K | 12.8% | |
| STATE STREET TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $840K | 11.2% | |
| STATE STREET TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $719K | 9.6% | |
| STATE STREET TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $450K | 6.0% | |
| STATE STREET TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $430K | 5.8% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $259K | 3.5% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $186K | 2.5% | |
| STATE STREET TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $184K | 2.5% | |
| John Hancock Multi-Index LS Balanced | — | — | — | $155K | 2.1% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $155K | 2.1% | |
| STATE STREET TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 1.4% | |
| STATE STREET TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $93K | 1.3% | |
| DFA US LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $54K | 0.7% | |
| John Hancock Multi-Index LS Aggressive Growth | — | — | — | $49K | 0.7% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.7% | |
| AMERICAN FUNDS AMCAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.7% | |
| John Hancock Multi-Index LS Growth | — | — | — | $46K | 0.6% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.6% | |
| Talcott Resolution Life Insurance Company Fixed Annuity | — | — | — | $44K | 0.6% | |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| John Hancock Multi-Index LS Moderate | — | — | — | $3K | <0.1% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| STATE STREET TARGET RET 2020 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $843 | <0.1% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $452 | <0.1% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $233 | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $218 | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $212 | <0.1% | |
| SEPERATE ACCOUNT 401 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26 | <0.1% |
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