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Original filing (PDF)20250930112802NAL0013135536001
J.A. RIGGS TRACTOR COMPANY
Form 5500
FILING_RECEIVED
J.A. RIGGS TRACTOR COMPANY PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
581
Accounts w/ balance
744
Plan assets (EOY)
$82.2M
Net assets (EOY)
$82.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.A. RIGGS TRACTOR COMPANY.
Plan sponsor
Name
J.A. RIGGS TRACTOR COMPANY
EIN
71-0220904
Address
9125 I-30 · LITTLE ROCK, AR · 72209
Phone
(501) 570-3100
Industry
Retail 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
2025-09-30
Pension benefit codes
2S · Automatic enrollment
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN INC | 91-0675641 | — | RECORDKEEPER | $88K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | 43-1685158 | — | INVESTMENT ADVISOR | $39K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOGANTAYLOR LLP | 73-1413977 | — | AUDITOR | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities · 7 pooled funds· $81.4M(99% 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
$62.4M
29 holdings
Common Collective Trust
$18.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Fund | — | — | — | $13.2M | 16.1% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $10.0M | 12.2% | |
| FIT GROWTH E COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $7.9M | 9.6% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $7.0M | 8.5% | |
| FIT BALANCED E COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $6.7M | 8.1% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $6.1M | 7.4% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $4.2M | 5.1% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $3.2M | 3.9% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $2.8M | 3.5% | |
| FIT AGGRESSIVE E COMERICA BANK & TRUST · EIN 47-6646423 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.3% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $2.1M | 2.5% | |
| PGIM Total Return Bond Fund | — | — | — | $1.6M | 2.0% | |
| Comerica Bank & Trust, N.A. FIT Moderate Conservative Portfolio | — | — | — | $1.6M | 1.9% | |
| FIT MOD CONSRV E COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $1.3M | 1.5% | |
| various maturities - | — | — | — | $1.1M | 1.4% | |
| Fidelity Freedom Index 2010 Fund | — | — | — | $1.1M | 1.3% | |
| Vanguard Equity Income Fund | — | — | — | $1.1M | 1.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.1M | 1.3% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $756K | 0.9% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $652K | 0.8% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $589K | 0.7% | |
| Fidelity Government Money Market Fund | — | — | — | $562K | 0.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $501K | 0.6% | |
| BlackRock iShares MSCI EAFE International Fund | — | — | — | $497K | 0.6% | |
| Vanguard Short-Term Investment Grade Fund | — | — | — | $464K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $249K | 0.3% | |
| Fidelity Freedom Index Income Fund | — | — | — | $214K | 0.3% | |
| Goldman Sachs Asset Management GQG Partners International Opportunities Fund | — | — | — | $167K | 0.2% | |
| Fidelity Freedom Index 2070 Fund | — | — | — | $136K | 0.2% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $80K | <0.1% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $79K | <0.1% | |
| Janus Henderson Global Equity Income Fund | — | — | — | $18K | <0.1% | |
| FIT CONSERVATIVE E COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| ALLSPRING SPECIAL MID CAP VALUE E2 ALLSPRING GLOBAL INVESTMENTS · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| EAGLE MID CAP GROWTH CIT CLASS 1 EAGLE ASSET MANAGEMENT, INC. · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |