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Original filing (PDF)20251006135536NAL0001905203001
SEMCO LLC
Form 5500
FILING_RECEIVED
SEMCO LLC 401(K) PLAN
401(k) retirement plan
Active participants
257
Accounts w/ balance
463
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 80% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEMCO LLC.
Plan sponsor
Name
SEMCO LLC
EIN
44-0668021
Address
1800 EAST POINTE DRIVE · COLUMBIA, MO · 65201
Phone
(573) 886-1101
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE COMMERCE TRUST COMPANY | 43-1795601 | — | CONSULTANT | $38K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
22 direct securities · 1 pooled fund· $15.6M(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
$14.6M
22 holdings
Common Collective Trust
$929K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Gr Stock Adv | — | — | — | $2.0M | 13.1% | |
| Vanguard 500 Index Adm | — | — | — | $2.0M | 12.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2035 R | — | — | — | $1.6M | 10.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2045 R | — | — | — | $1.4M | 9.1% | |
| T. Rowe Price T. Rowe Price Retrmnt Balanced R | — | — | — | $1.1M | 7.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2030 R | — | — | — | $1.1M | 6.9% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $929K | 6.0% | |
| T. Rowe Price T. Rowe Price Retrmnt 2050 R | — | — | — | $901K | 5.8% | |
| T. Rowe Price T. Rowe Price Retrmnt 2025 R | — | — | — | $741K | 4.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $490K | 3.2% | |
| Baird Aggregate Bd Inv | — | — | — | $472K | 3.0% | |
| Dimensional DFA US Lg Cap Val I | — | — | — | $463K | 3.0% | |
| Vanguard Developed Mkt Index Adm | — | — | — | $359K | 2.3% | |
| MFS Mid Cap Val R6 | — | — | — | $347K | 2.2% | |
| T. Rowe Price T. Rowe Price Retrmnt 2020 R | — | — | — | $280K | 1.8% | |
| T. Rowe Price T. Rowe Price Retrmnt 2060 R | — | — | — | $278K | 1.8% | |
| Vanguard REIT Index Adm | — | — | — | $272K | 1.7% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $235K | 1.5% | |
| T. Rowe Price T. Rowe Price Retrmnt 2055 R | — | — | — | $191K | 1.2% | |
| T. Rowe Price T. Rowe Price Retrmnt 2040 R | — | — | — | $181K | 1.2% | |
| Fidelity Mid Cap Gr Index | — | — | — | $166K | 1.1% | |
| Dimensional DFA Emerging Mkts I | — | — | — | $66K | 0.4% | |
| Dimensional DFA US Targeted Val | — | — | — | $7K | <0.1% |
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