· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
A HOLDING COMPANY, LLC — A HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530160808NAL0015729184001
A HOLDING COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
A HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
19
Plan assets (EOY)
$275K
Net assets (EOY)
$275K
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
A HOLDING COMPANY, LLC
.
Find decision makers
Plan sponsor
Name
A HOLDING COMPANY, LLC
EIN
46-5629344
Address
428 WESTCOR DRIVE · CORALVILLE, IA · 52241
Phone
(319) 519-6383
Industry
Real Estate
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
SHUSHANA COMPANY
SHUSHANA COMPANY PENSION PLAN
$275K · 5 participants
ASCONA LLC
ASCONA MANAGEMENT RETIREMENT PLAN
$276K · 9 participants
GLOBAL INTEGRITY REALTY CORPORATION
GLOBAL INTEGRITY REALTY CORPORATION 401(K) PLAN
$275K · 147 participants
MO2 PROPERTIES LLC
MO2 PROPERTIES 401(K) PLAN
$276K · 12 participants
PEAK REAL ESTATE MANAGEMENT LLC
PEAK REAL ESTATE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRU
$275K · 9 participants
100
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
VALOR PROPERTY MANAGEMENT INC
VALOR PROPERTY MANAGEMENT INC - 401(K)
$276K · 54 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B