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Original filing (PDF)20251015181404NAL0010983634001
SCHUBEMO HOLDINGS, INC.
Form 5500
FILING_RECEIVED
APEX RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
148
Accounts w/ balance
138
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHUBEMO HOLDINGS, INC..
Plan sponsor
Name
SCHUBEMO HOLDINGS, INC.
EIN
43-1836707
Address
601 MCKINLEY AVE · JOPLIN, MO · 64801
Phone
(417) 206-6816
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2Q · S-corporation ESOP
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ELLIOTT, ROBINSON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENT MANAGEM | 44-6006315 | — | NONE | $0 | — |
| DIMENSIONAL FUND ADVISORS LP | 30-0447847 | — | NONE | $0 | — |
| BLACKROCK FUND ADVISORS | 51-0318674 | — | NONE | $0 | — |
| BNY MELLON INVESTMENT ADVISER, INC | — | NEW YORK, NY | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| BOSTON MANAGEMENT AND RESEARCH;EATO | — | BOSTON, MA | NONE | $0 | — |
| EATON VANCE MANAGEMENT | 04-2718215 | — | NONE | $0 | — |
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| FEDERATED INVESTMENT MANAGEMENT COM | 25-1111467 | — | NONE | $0 | — |
| LORD, ABBETT & CO LLC | — | JERSEY CITY, NJ | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | — | BOSTON, MA | NONE | $0 | — |
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1520346 | — | NONE | $0 | — |
| PACIFIC INVESTMENT MANAGEMENT COMPA | 95-2632339 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.