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Original filing (PDF)20250731092811NAL0005812769001
GOLDEN WEST TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
55
Accounts w/ balance
98
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "E-Valuator Growth RMS S Mutual Fund" is 29% of plan.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDEN WEST TECHNOLOGIES, INC..
Plan sponsor
Name
GOLDEN WEST TECHNOLOGIES, INC.
EIN
46-0386025
Address
2727 NORTH PLAZA DRIVE · RAPID CITY, SD · 57702
Phone
(605) 719-3000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KETEL THORSTENSON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $22K | — |
Investments
26 direct securities · 1 pooled fund· $9.5M(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
$9.4M
26 holdings
Common Collective Trust
$172K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| E-Valuator Growth RMS S Mutual Fund | — | — | — | $2.7M | 28.9% | |
| Fidelity Lg Cap Grth Index Mutual Fund | — | — | — | $1.1M | 12.1% | |
| E-Valuator Agg Growth RMS S Mutual Fund | — | — | — | $1.0M | 11.0% | |
| GS Rising Dividend Growth R6 Mutual Fund | — | — | — | $733K | 7.8% | |
| Janus Hend Glbl Tech & Innov N Mutual Fund | — | — | — | $727K | 7.8% | |
| E-Valuator Moderate RMS S Mutual Fund | — | — | — | $715K | 7.6% | |
| MSIF Mortgage Securities i Mutual Fund | — | — | — | $430K | 4.6% | |
| Value Line Mid Cap Focused Ins Mutual Fund | — | — | — | $326K | 3.5% | |
| T. Rowe Price Int'l Discovery Mutual Fund | — | — | — | $241K | 2.6% | |
| American Funds Nw Prspctv R6 Mutual Fund | — | — | — | $204K | 2.2% | |
| PIMCO RAE Fund'tl US Sm Mutual Fund | — | — | — | $200K | 2.1% | |
| MetLife Stable Value Common Collective Trust | — | — | — | $172K | 1.8% | |
| MET MASTER TRUST 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $172K | 1.8% | |
| American Funds Am Balancd R6 Mutual Fund | — | — | — | $141K | 1.5% | |
| E-Valuator Conserv RMS S Mutual Fund | — | — | — | $119K | 1.3% | |
| DFA Int'l Large Cap Growth Mutual Fund | — | — | — | $102K | 1.1% | |
| EMPLOYEE LOANS 5.25% - 10.5% | — | — | — | $98K | 1.0% | |
| Vanguard Explorer Admiral Mutual Fund | — | — | — | $68K | 0.7% | |
| Victory Sycamore Est Val R6 Mutual Fund | — | — | — | $66K | 0.7% | |
| Principal Real Estate Sec R6 Mutual Fund | — | — | — | $41K | 0.4% | |
| Cavanal Hill World Energy Inst Mutual Fund | — | — | — | $35K | 0.4% | |
| Davis Balanced Y Mutual Fund | — | — | — | $31K | 0.3% | |
| American Funds New World R6 Mutual Fund | — | — | — | $20K | 0.2% | |
| Franklin Convertible Sec R6 Mutual Fund | — | — | — | $19K | 0.2% | |
| E-Valuator Cons/Mod RMS S Mutual Fund | — | — | — | $4K | <0.1% | |
| SS Hdgd Intl Dev Eqty Index Mutual Fund | — | — | — | $4K | <0.1% | |
| E-Valuator Very Conserv RMS S Mutual Fund | — | — | — | $1K | <0.1% |
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