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Original filing (PDF)20251015110513NAL0005880736001
ELDRIDGE WEALTH SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Active participants
1,664
Accounts w/ balance
3,029
Plan assets (EOY)
$389.2M
Net assets (EOY)
$389.2M
How this plan invests
This plan
12 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)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELDRIDGE WEALTH SOLUTIONS, INC..
Plan sponsor
Name
ELDRIDGE WEALTH SOLUTIONS, INC.
EIN
48-1202239
Address
ONE SECURITY BENEFIT PLACE · TOPEKA, KS · 666360001
Phone
(785) 438-3000
Industry
Management of Companies / Holdingssee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY BENEFIT LIFE | 48-1236469 | TOPEKA, KS | RECORDKEEPER | $28K | — |
Investments
23 direct securities · 12 pooled funds· $384.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$238.3M
23 holdings
Common Collective Trust
$146.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index N/A | — | — | — | $61.7M | 15.9% | |
| T. Rowe Price Blue Chip Growth Fund N/A | — | — | — | $30.8M | 7.9% | |
| SBLIC Group Fixed Annuity N/A | — | — | — | $30.3M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $25.8M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $22.3M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $21.7M | 5.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $19.2M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $19.0M | 4.9% | |
| DFA U.S. Targeted Value N/A | — | — | — | $16.1M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $14.1M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $12.5M | 3.2% | |
| Vanguard Developed Markets Index N/A | — | — | — | $11.3M | 2.9% | |
| American Century Heritage N/A | — | — | — | $11.1M | 2.9% | |
| JPMorgan Equity Income N/A | — | — | — | $10.2M | 2.6% | |
| Vanguard Small Cap Index N/A | — | — | — | $10.1M | 2.6% | |
| Vanguard Mid Cap Index N/A | — | — | — | $9.8M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $7.4M | 1.9% | |
| Janus Henderson Triton N/A | — | — | — | $7.1M | 1.8% | |
| Vanguard Total Bond Market Index Fund N/A | — | — | — | $6.4M | 1.6% | |
| Guggenheim Total Return Bond N/A | — | — | — | $4.8M | 1.2% | |
| Schwab Brokerage N/A | — | — | — | $4.2M | 1.1% | |
| Vanguard FTSE Social Index N/A | — | — | — | $3.3M | 0.9% | |
| Vanguard High Yield Corporate Fund N/A | — | — | — | $3.0M | 0.8% | |
| JPMorgan International Equity N/A | — | — | — | $2.9M | 0.7% | |
| Allspring Special Mid Cap Value Fund N/A | — | — | — | $2.9M | 0.7% | |
| Fidelity Emerging Markets Index N/A | — | — | — | $2.8M | 0.7% | |
| with maturity dates through 2053 | — | — | — | $2.6M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| Vanguard Real Estate Index N/A | — | — | — | $2.3M | 0.6% | |
| PIMCO Real Return Fund N/A | — | — | — | $1.9M | 0.5% | |
| Vanguard Inflation-Protected Securities Index Fund N/A | — | — | — | $1.4M | 0.4% | |
| Vanguard Total International Bond Index N/A | — | — | — | $1.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $789K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $11K | <0.1% |
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