Back to filter
Original filing (PDF)20251001135412NAL0005956995001
STANION WHOLESALE ELECTRIC COMPANY, INC.
Form 5500
FILING_RECEIVED
STANION WHOLESALE ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
184
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
26 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
- 64 bps in Schedule C fees — 121% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANION WHOLESALE ELECTRIC COMPANY, INC..
Plan sponsor
Name
STANION WHOLESALE ELECTRIC COMPANY, INC.
EIN
48-0694369
Address
PO DRAWER F · PRATT, KS · 671241106
Phone
(620) 672-5678
Industry
Wholesale Tradesee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REGIER CARR & MONROE, LLP, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMERCE BANK | 48-0962626 | — | INVESTMENT ADVISOR | $70K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGPS | 86-2963468 | — | TPA | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
23 direct securities · 3 pooled funds· $27.6M(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
$25.3M
23 holdings
Pooled Separate Account
$1.5M
2 holdings
Common Collective Trust
$826K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual Select T.Rowe Price Rtmt 2030 Fd # | — | — | — | $4.7M | 17.1% | |
| MassMutual Select T.Rowe Price Rtmt 2035 Fd # | — | — | — | $3.1M | 11.2% | |
| MassMutual Select T.Rowe Price Rtmt 2025 Fd # | — | — | — | $3.0M | 11.0% | |
| MassMutual Select T.Rowe Price Rtmt 2015 Fd # | — | — | — | $2.7M | 10.0% | |
| MassMutual Select T.Rowe Price Rtmt 2040 Fd # | — | — | — | $1.8M | 6.4% | |
| Vanguard Total Stock Mkt Index Fd # | — | — | — | $1.7M | 6.1% | |
| MassMutual Select T.Rowe Price Rtmt 2020 Fd # | — | — | — | $1.3M | 4.6% | |
| T. ROWE PRICE GR STK FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 865 | Pooled Separate Account | — | — | $942K | 3.4% | |
| Baird Funds Core Plus Bond Fund # | — | — | — | $862K | 3.1% | |
| MORLEY STABLE VALUE CL 25-I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $826K | 3.0% | |
| MassMutual Select T.Rowe Price Rtmt 2060 Fd # | — | — | — | $780K | 2.8% | |
| Vanguard Mid-Cap Value Index Fund # | — | — | — | $695K | 2.5% | |
| DFA US Large Cap Value I # | — | — | — | $672K | 2.4% | |
| MassMutual Select T.Rowe Price Rtmt 2050 Fd # | — | — | — | $609K | 2.2% | |
| The Hartford Midcap Fund # | — | — | — | $592K | 2.1% | |
| MassMutual Select T.Rowe Price Rtmt 2010 Fd # | — | — | — | $575K | 2.1% | |
| MassMutual Select T.Rowe Price Rtmt 2045 Fd # | — | — | — | $562K | 2.0% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $543K | 2.0% | |
| Vanguard Small Cap Index Fund # | — | — | — | $509K | 1.8% | |
| JPMorgan Core Bond Fund # | — | — | — | $403K | 1.5% | |
| Vanguard Emerg Mrkts Stock Indx Fd # | — | — | — | $328K | 1.2% | |
| MassMutual Select T.Rowe Price Rtmt 2055 Fd # | — | — | — | $293K | 1.1% | |
| MassMutual Select T. Rowe Price Rtmt Bal I # | — | — | — | $58K | 0.2% | |
| MassMutual Select T.Rowe Price Rtmt 2005 Fd # | — | — | — | $14K | <0.1% | |
| MassMutual Premier US Government Mny Mkt Fd # | — | — | — | $13K | <0.1% | |
| Protective Life Insurance Company Individual Life Insurance Policies # | — | — | — | $12K | <0.1% |