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Original filing (PDF)20251113101002NAL0000658323001
PEERLESS PRODUCTS, INC.
Form 5500
FILING_RECEIVED
PEERLESS PRODUCTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
413
Accounts w/ balance
306
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEERLESS PRODUCTS, INC..
Plan sponsor
Name
PEERLESS PRODUCTS, INC.
EIN
44-0627724
Address
2403 S. MAIN · FORT SCOTT, KS · 66701
Phone
(620) 224-3110
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-13
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
HUTCHINS & HAAKE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $15K | — |
Investments
30 direct securities · 1 pooled fund· $6.0M(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
$5.9M
30 holdings
Common Collective Trust
$143K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual Fund - | — | — | — | $755K | 12.5% | |
| Vanguard Target Retirement 2050 Mutual Fund - | — | — | — | $742K | 12.3% | |
| Vanguard Target Retirement 2035 Mutual Fund - | — | — | — | $545K | 9.0% | |
| Vanguard Target Retirement 2055 Mutual Fund - | — | — | — | $523K | 8.7% | |
| Interest rates at * Participant Loans 4.25%-9.50% - | — | — | — | $476K | 7.9% | |
| Vanguard Target Retirement 2045 Mutual Fund - | — | — | — | $387K | 6.4% | |
| Vanguard Target Retirement 2040 Mutual Fund - | — | — | — | $316K | 5.3% | |
| T Rowe Price Blue Chip Growth Mutual Fund - | — | — | — | $315K | 5.2% | |
| Vanguard Target Retirement 2065 Mutual Fund - | — | — | — | $265K | 4.4% | |
| Vanguard Target Retirement 2025 Mutual Fund - | — | — | — | $210K | 3.5% | |
| Vanguard 500 Index Admiral FD 540 Mutual Fund - | — | — | — | $193K | 3.2% | |
| Janus Henderson Enterprise Fund CL I Mutual Fund - | — | — | — | $193K | 3.2% | |
| Fidelity Small Cap Growth Mutual Fund - | — | — | — | $151K | 2.5% | |
| Vanguard Target Retirement 2060 Mutual Fund - | — | — | — | $150K | 2.5% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $143K | 2.4% | |
| Federated Instl High Yield Bond Mutual Fund - | — | — | — | $102K | 1.7% | |
| American Balanced R6 Mutual Fund - | — | — | — | $99K | 1.7% | |
| Vanguard Index Trust Mid-Cap Index Fund Admiral SHS Mutual Fund - | — | — | — | $87K | 1.4% | |
| Vanguard Total Bond Index Admiral Fund #584 Mutual Fund - | — | — | — | $76K | 1.3% | |
| Allspring Special Small Cap Value FD CL R6 Mutual Fund - | — | — | — | $51K | 0.9% | |
| Vanguard Small Cap Index Admiral Fund #548 Mutual Fund - | — | — | — | $47K | 0.8% | |
| Vanguard Target Retirement 2020 Mutual Fund - | — | — | — | $34K | 0.6% | |
| Vanguard Total Intnlstock Index Admiral Mutual Fund - | — | — | — | $33K | 0.6% | |
| Cohen & Steers Realty Shares Instl Mutual Fund - | — | — | — | $26K | 0.4% | |
| MFS Mid Cap Value FD Cl R6 Mutual Fund - | — | — | — | $25K | 0.4% | |
| AFS Europacific Growth R6 Mutual Fund - | — | — | — | $19K | 0.3% | |
| Dodge & Cox Income Fund Mutual Fund - | — | — | — | $15K | 0.2% | |
| Dimensional Emerging Markets Mutual Fund - | — | — | — | $13K | 0.2% | |
| Vanguard Equity Income-Admiral Mutual Fund - | — | — | — | $11K | 0.2% | |
| Pimco Intl Bond (USD Hedged) Inst Mutual Fund - | — | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2015 Mutual Fund - | — | — | — | $7K | 0.1% |
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