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Original filing (PDF)20251003101335NAL0001231329001
SOUTH PLAINS IMPLEMENT, LTD
Form 5500
FILING_RECEIVED
SOUTH PLAINS IMPLEMENT, LTD 401K PLAN
401(k) retirement plan
Active participants
341
Accounts w/ balance
341
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH PLAINS IMPLEMENT, LTD.
Plan sponsor
Name
SOUTH PLAINS IMPLEMENT, LTD
EIN
75-2959950
Address
PO BOX 7190 · SHAWNEE MISSION, KS · 66207
Phone
(913) 648-5526
Industry
Retail Tradesee 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
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
EQUIPMENT DEALER CONSULTING, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | — | RECORD KEEPER | $256 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFB ADVISORS,LLC | 88-2289092 | — | ADVISORY SERVICES | $43K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | — | OVERLAND PARK, KS | TPA | $10K | — |
Investments
42 direct securities · 1 pooled fund· $66.9M(100% 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
$34.4M
42 holdings
Pooled Separate Account
$32.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE NATIONWIDE · EIN 31-4177100 / PN 001 | Pooled Separate Account | — | — | $32.5M | 94.7% | |
| American Funds Growth Fund of America Pooled Separate Account | — | — | — | $3.1M | 9.1% | |
| American Funds New Perspective Pooled Separate Account | — | — | — | $2.8M | 8.2% | |
| T Rowe Price New American Growth Fund Pooled Separate Account | — | — | — | $2.4M | 7.0% | |
| Vanguard Midcap Growth Index Pooled Separate Account | — | — | — | $1.8M | 5.3% | |
| TIAA-CREF Lifecycle Index 2055 Pooled Separate Account | — | — | — | $1.8M | 5.3% | |
| American Funds Growth and Inc Pooled Separate Account | — | — | — | $1.7M | 5.1% | |
| Vanguard 500 Index Fund Pooled Separate Account | — | — | — | $1.7M | 5.0% | |
| TIAA-CREF Lifecycle Index 2040 Pooled Separate Account | — | — | — | $1.5M | 4.5% | |
| Hartford Dividend Growth Inv Pooled Separate Account | — | — | — | $1.3M | 3.9% | |
| TIAA-CREF Lifecycle Index 2030 Pooled Separate Account | — | — | — | $1.3M | 3.9% | |
| TIAA-CREF Lifecycle Index 2025 Pooled Separate Account | — | — | — | $1.3M | 3.8% | |
| TIAA-CREF Lifecycle Index 2050 Pooled Separate Account | — | — | — | $1.3M | 3.8% | |
| Nationwide Geneva Small Cap Growth Pooled Separate Account | — | — | — | $1.1M | 3.3% | |
| Nationwide Fixed Select Option Guaranteed Interest Account | — | — | — | $1.1M | 3.3% | |
| TIAA-CREF Lifecycle Index 2060 Pooled Separate Account | — | — | — | $1.1M | 3.1% | |
| TIAA-CREF Lifecycle Index 2045 Pooled Separate Account | — | — | — | $1.0M | 2.9% | |
| Ivy Asset Strategy Fund Pooled Separate Account | — | — | — | $735K | 2.1% | |
| Participants Loans Interest Rates: 4.25%-9.50% | — | — | — | $715K | 2.1% | |
| Nationwide BNY Mellon Cr PL Bd ESGR6 Pooled Separate Account | — | — | — | $639K | 1.9% | |
| Vanguard Dividend Growth Inv Pooled Separate Account | — | — | — | $618K | 1.8% | |
| American Funds Small Cap World Pooled Separate Account | — | — | — | $558K | 1.6% | |
| Vanguard Growth Index Pooled Separate Account | — | — | — | $475K | 1.4% | |
| PGIM Jennison Utility Pooled Separate Account | — | — | — | $465K | 1.4% | |
| TIAA-CREF Lifecycle Index 2035 Pooled Separate Account | — | — | — | $429K | 1.2% | |
| DFA US Vector Equity I Pooled Separate Account | — | — | — | $422K | 1.2% | |
| Fidelity Midcap Index Fund Pooled Separate Account | — | — | — | $384K | 1.1% | |
| TIAA-CREF Lifecycle Index 2065 Pooled Separate Account | — | — | — | $369K | 1.1% | |
| Best of America Pooled Separate Account 296 * DFA US Targeted Value I Pooled Separate Account | — | — | — | $312K | 0.9% | |
| (b)Identity of issuer, borrower, lessor of similar party collateral, par or maturity value (e)Current value * Vanguard Small Cap Index Pooled Separate Account | — | — | — | $278K | 0.8% | |
| Neuber Genesis Pooled Separate Account | — | — | — | $252K | 0.7% | |
| Vanguard Developed Markets Index Admiral Pooled Separate Account | — | — | — | $219K | 0.6% | |
| TIAA-CREF Real Estate Sec Instl Pooled Separate Account | — | — | — | $182K | 0.5% | |
| American Funds American Balanced Fund Pooled Separate Account | — | — | — | $161K | 0.5% | |
| PGIM High Yield Pooled Separate Account | — | — | — | $157K | 0.5% | |
| Vanguard Information Tech Index Pooled Separate Account | — | — | — | $105K | 0.3% | |
| American Funds New World Fund Pooled Separate Account | — | — | — | $89K | 0.3% | |
| BlackRock 40/60 Target Allocation Pooled Separate Account | — | — | — | $63K | 0.2% | |
| Vanguard Materials Index Pooled Separate Account | — | — | — | $30K | <0.1% | |
| TIAA-CREF Lifecycle Index Rt Inc Pooled Separate Account | — | — | — | $24K | <0.1% | |
| TIAA-CREF Lifecycle Index 2015 Pooled Separate Account | — | — | — | $23K | <0.1% | |
| Federated Hermes Gvmnt Obligations Fund Pooled Separate Account | — | — | — | $19K | <0.1% | |
| Vanguard Health Care Index Pooled Separate Account | — | — | — | $3K | <0.1% |