Original filing (PDF)20250415143617NAL0003376785001

OWEN INDUSTRIES, INC.

Name: OWEN INDUSTRIES, INC. — OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN, Form 5500 (2023)
Creator: OWEN INDUSTRIES, INC.

Form 5500

FILING_RECEIVED

OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

466

Accounts w/ balance

557

Plan assets (EOY)

$26.8M

Net assets (EOY)

$26.8M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OWEN INDUSTRIES, INC..

Plan sponsor

Name

OWEN INDUSTRIES, INC.

EIN

47-0618875

Address

501 AVENUE H · CARTER LAKE, IA · 51510

Phone

(712) 347-5500

Industry

Manufacturingsee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUB INVESTMENT ADVISORS, INC.	20-1113894	—	INVESTMENT ADVISORY	$23K	—
ASCENSUS	21-1113894	—	INVESTMENT ADVISORY	$10K	—
WILSHIRE ASSOCIATES INCORPORATED	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290

Investments

3 pooled funds· $2.0M(8% 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.

Investment	Type	Current value	% of plan
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	$1.5M	5.8%
ALLSPRINGS CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001	Common Collective Trust	$431K	1.6%