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Original filing (PDF)20251104083029NAL0019010066001
CHIEF INDUSTRIES INC
Form 5500
FILING_RECEIVED
CHIEF INDUSTRIES, INC. THRIFT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,296
Accounts w/ balance
1,430
Plan assets (EOY)
$129.5M
Net assets (EOY)
$129.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
35 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
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHIEF INDUSTRIES INC.
Plan sponsor
Name
CHIEF INDUSTRIES INC
EIN
47-0444429
Address
3942 WEST OLD HIGHWAY 30 · GRAND ISLAND, NE · 68803
Phone
(308) 389-7200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-04
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN CAPITAL GROUP LLC | 20-3230944 | — | NONE | $111K | — |
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | NONE | $63K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $375 | — |
Investments
32 direct securities · 16 pooled funds· $131.7M(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
$131.7M
32 holdings
Pooled Separate Account
$0
3 holdings
Common Collective Trust
$0
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $27.6M | 21.3% | |
| Personal Choice Retirement Self-Directed Brokerage Accounts | — | — | — | $13.7M | 10.6% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $10.2M | 7.9% | |
| Vanguard Small Cap Index Admrl Mutual Fund | — | — | — | $8.6M | 6.6% | |
| Schwab Value Advantage Fund Mutual Fund | — | — | — | $7.4M | 5.7% | |
| Sch Treas Infl Pro Secs Inx Mutual Fund 31 * Schwab International Index FD Mutual Fund | — | — | — | $6.6M | 5.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $6.5M | 5.0% | |
| Schwab Target 2035 Index Mutual Fund | — | — | — | $5.2M | 4.0% | |
| Schwab Target 2025 Index Mutual Fund | — | — | — | $4.6M | 3.5% | |
| Schwab Target 2040 Index Mutual Fund | — | — | — | $4.6M | 3.5% | |
| Schwab Target 2050 Index Mutual Fund | — | — | — | $4.0M | 3.1% | |
| Schwab US Aggregate Bond Index Mutual Fund | — | — | — | $3.7M | 2.8% | |
| Schwab Target 2055 Index Mutual Fund | — | — | — | $3.5M | 2.7% | |
| Schwab Target 2045 Index Mutual Fund | — | — | — | $3.4M | 2.6% | |
| Vanguard Developed Mkt Idx Adm Mutual Fund | — | — | — | $3.3M | 2.6% | |
| Schwab Target 2030 Index Mutual Fund | — | — | — | $3.3M | 2.5% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $3.0M | 2.3% | |
| PARTICIPANT LOANS (4.75% - 10.50%) | — | — | — | $2.2M | 1.7% | |
| Notes receivable from participants Maturing 2025 to 2034, interest rates of 4.75% to 10.50% | — | — | — | $2.2M | 1.7% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | — | — | — | $2.0M | 1.5% | |
| Schwab Target 2060 Index Mutual Fund | — | — | — | $1.9M | 1.5% | |
| Schwab Target 2065 Index Mutual Fund | — | — | — | $1.4M | 1.0% | |
| Schwab Target 2020 Index Mutual Fund | — | — | — | $1.3M | 1.0% | |
| Schwab Target 2015 Index Mutual Fund | — | — | — | $566K | 0.4% | |
| VANGUARD ST CORP BD IDX ADM Registered Investment Company | — | — | — | $437K | 0.3% | |
| Dodge & Cox Global Bond Fund X Mutual Fund | — | — | — | $245K | 0.2% | |
| Schwab Target 2010 Index Mutual Fund | — | — | — | $217K | 0.2% | |
| Vanguard High-Yield Corp Adm Mutual Fund | — | — | — | $114K | <0.1% | |
| JP Morgan Hedged Equity R6 Mutual Fund | — | — | — | $110K | <0.1% | |
| Vanguard Emerging Market Bd Ad Mutual Fund | — | — | — | $91K | <0.1% | |
| Vanguard Mortgage-Backed Secs Mutual Fund | — | — | — | $10K | <0.1% | |
| Vgd Shrt-Trm Treas Idx Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
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