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Original filing (PDF)20251028143327NAL0011573376001
SRC HOLDINGS CORPORATION
Form 5500
FILING_RECEIVED
SRC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
95% in single holdingNo recordkeeper disclosed
Active participants
1,396
Accounts w/ balance
1,467
Plan assets (EOY)
$311.3M
Net assets (EOY)
$206.8M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- Top holding "stock; par value $.10 per share" is 95% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SRC HOLDINGS CORPORATION.
Plan sponsor
Name
SRC HOLDINGS CORPORATION
EIN
43-1274934
Address
531 S. UNION AVENUE · SPRINGFIELD, MO · 658022410
Phone
(417) 862-2337
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-10-28
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
KPM CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $322.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| stock; par value $.10 per share | — | — | — | $306.5M | 98.4% | |
| Corporation common stock; par value $.10 per share | — | — | $15.7M | $15.7M | 5.1% | |
| Bank of America Interest-bearing cash | — | — | $41K | $41K | <0.1% |
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