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Original filing (PDF)20251015084615NAL0004106257001
SALINA VORTEX CORP.
Form 5500
FILING_RECEIVED
SALINA VORTEX EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Active participants
404
Accounts w/ balance
469
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALINA VORTEX CORP..
Plan sponsor
Name
SALINA VORTEX CORP.
EIN
48-0864772
Address
1725 VORTEX AVENUE · SALINA, KS · 67401
Phone
(785) 825-7177
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
SWINDOLL, JANZEN, HAWK & LOYD LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GRP. INVESTMENT ADVISORS LLC | 20-1903821 | — | ADVISOR | $39K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $9K | — |
Investments
12 direct securities · 2 pooled funds· $3.1M(12% 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.
Common Collective Trust
$1.6M
2 holdings
Uncategorized
$1.4M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND CLASS 25 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| MORLEY INCOME FUND III | — | — | — | $388K | 1.5% | |
| MORLEY INCOME FUND I | — | — | — | $224K | 0.9% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $202K | 0.8% | |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $172K | 0.7% | |
| MORLEY INCOME FUND IV | — | — | — | $127K | 0.5% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $120K | 0.5% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $108K | 0.4% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $103K | 0.4% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $53K | 0.2% | |
| ACTIVELY MANAGED FUND | — | — | — | $49K | 0.2% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $43K | 0.2% | |
| MORLEY INCOME FUND II | — | — | — | $27K | 0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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