Original filing (PDF)20250618141820NAL0002535409001

SLAWSON COMPANIES, INC.

Name: SLAWSON COMPANIES, INC. — SLAWSON COMPANIES, INC. TAX ADVANTAGE PLAN, Form 5500 (2024)
Creator: SLAWSON COMPANIES, INC.

Form 5500

FILING_RECEIVED

SLAWSON COMPANIES, INC. TAX ADVANTAGE PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

220

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

5 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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SLAWSON COMPANIES, INC..

Plan sponsor

Name

SLAWSON COMPANIES, INC.

EIN

48-0943839

Address

245 N. WACO, SUITE 400 · WICHITA, KS · 67202

Phone

(316) 263-3201

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

5 pooled funds· $6.5M

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.

			% of plan
FIT BALANCED A COMERICA BANK & TRUST · EIN 47-6652256 / PN 001	Common Collective Trust	$3.1M	48.0%
FIT GROWTH A COMERICA BANK & TRUST · EIN 47-6649174 / PN 001	Common Collective Trust	$1.8M	28.3%
FIT AGGRESSIVE A COMERICA BANK & TRUST · EIN 47-6646422 / PN 001	Common Collective Trust	$1.1M	16.3%
FIT MOD CONSRV A COMERICA BANK & TRUST · EIN 47-6655437 / PN 001	Common Collective Trust	$436K	6.7%
FIT CONSERVATIVE A COMERICA BANK & TRUST · EIN 47-6658632 / PN 001	Common Collective Trust	$43K	0.7%

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