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Original filing (PDF)20250929154606NAL0018102850001
INTER-STATE STUDIO & PUBLISHING CO.
Form 5500
FILING_RECEIVED
INTER-STATE STUDIO & PUBLISHING CO. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
481
Accounts w/ balance
622
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTER-STATE STUDIO & PUBLISHING CO..
Plan sponsor
Name
INTER-STATE STUDIO & PUBLISHING CO.
EIN
44-0563337
Address
3500 SNYDER AVE · SEDALIA, MO · 65301
Phone
(660) 826-1764
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOOD AND ASSOCIATES CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS | — | SPRINGFIELD, MO | ADVISOR | $43K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO | 36-3492086 | — | NONE | $50K | — |
| HOOD AND ASSOCIATES CPAS, PC | 73-1432162 | — | AUDIOR | $9K | — |
Investments
25 direct securities · 4 pooled funds· $23.9M(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
$20.0M
25 holdings
Common Collective Trust
$3.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Instl | — | — | — | $4.8M | 20.1% | |
| Fidelity Large Cap Value Index Instl | — | — | — | $2.9M | 12.0% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.6% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.6% | |
| JPMorgan Mortgage-Backed Securities R6 | — | — | — | $1.3M | 5.3% | |
| Lazard Intl Strat Equity Inst SHS | — | — | — | $1.2M | 5.0% | |
| Emerald Growth Fund Institutional | — | — | — | $1.2M | 4.9% | |
| Payden Corporate Bond Fund SI | — | — | — | $1.1M | 4.8% | |
| Undiscovered Managers Behavioral Value - R6 | — | — | — | $1.1M | 4.7% | |
| Fidelity Mid Cap Growth Index | — | — | — | $969K | 4.0% | |
| American Funds 2045 Target Date - Class R6 | — | — | — | $924K | 3.9% | |
| American Funds 2035 Target Date - Class R6 | — | — | — | $511K | 2.1% | |
| American Funds 2025 Target Date - Class R6 | — | — | — | $498K | 2.1% | |
| GALLIARD STABLE RETURN FUND J SEI TRUST COMPANY · EIN 94-3371778 / PN 001 | Common Collective Trust | — | — | $491K | 2.0% | |
| American Funds 2030 Target Date - Class R6 | — | — | — | $475K | 2.0% | |
| American Funds 2050 Target Date - Class R6 | — | — | — | $446K | 1.9% | |
| Artisan High Income - Institutional | — | — | — | $403K | 1.7% | |
| American Funds 2040 Target Date - Class R6 | — | — | — | $362K | 1.5% | |
| Participant loans Participant Loans - 5.25% - 10.5% | — | — | — | $322K | 1.3% | |
| RBC Global Asset Management Emerging Markets Equity R6 | — | — | — | $308K | 1.3% | |
| Fidelity Total Market Index Instl | — | — | — | $260K | 1.1% | |
| American Funds 2055 Target Date - Class R6 | — | — | — | $225K | 0.9% | |
| American Funds 2065 Target Date - Class R6 | — | — | — | $200K | 0.8% | |
| American Funds 2060 Target Date - Class R6 | — | — | — | $181K | 0.8% | |
| Registered Investment Companies American Funds 2010 Target Date - Class R6 ** 506 American Funds 2015 Target Date - Class R6 ** 536 American Funds 2020 Target Date - Class R6 | — | — | — | $132K | 0.6% | |
| Fidelity US Bond Index Instl Prem | — | — | — | $120K | 0.5% | |
| Fidelity Global ex US Index Instl Prem | — | — | — | $97K | 0.4% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $1K | <0.1% | |
| EAGLE MID CAP GROWTH CIT ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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