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Original filing (PDF)20251014152607NAL0001613027001
EASY ICE, LLC
Form 5500
FILING_RECEIVED
EASY ICE, LLC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
503
Accounts w/ balance
491
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASY ICE, LLC.
Plan sponsor
Name
EASY ICE, LLC
EIN
83-2872645
Address
9800 BRITTON STREET · LENEXA, KS · 66219
Phone
(866) 327-9423
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KSM BUSINESS SERVICES INC | — | INDIANAPOLIS, IN | AUDITOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
23 direct securities· $13.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Institutional 3,118 | — | — | — | $2.1M | 16.0% | |
| MFS International Diversification A 86,753 | — | — | — | $2.0M | 14.6% | |
| American Century Diversified Bond Fund A 184,340 | — | — | — | $1.7M | 12.4% | |
| Macquarie Value A 73,166 | — | — | — | $997K | 7.4% | |
| REGISTERED INVESTMENT COMPANIES Alger Capital Appreciation Fund A 26,005 | — | — | — | $874K | 6.5% | |
| Key Guaranteed Portfolio Fund | — | — | — | $788K | 5.9% | |
| iShares Russell Mid-Cap Index Fund K 50,191 | — | — | — | $746K | 5.5% | |
| Allspring Emerging Markets Equity R6 21,602 | — | — | — | $559K | 4.2% | |
| Hartford Mid Cap R6 14,582 | — | — | — | $510K | 3.8% | |
| Macquarie Small Cap Value A 7,707 | — | — | — | $496K | 3.7% | |
| iShares Russell 2000 Small-Cap Index Fund K 19,774 | — | — | — | $484K | 3.6% | |
| Allspring Special Mid Cap Value Fund A 8,635 | — | — | — | $397K | 3.0% | |
| American Century Inflation Adjusted Bond Fund A 35,651 | — | — | — | $368K | 2.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through May 2044 0 | — | — | — | $279K | 2.1% | |
| Neuberger Berman Real Estate Fund A 18,984 | — | — | — | $265K | 2.0% | |
| Janus Henderson Triton Fund A 8,062 | — | — | — | $201K | 1.5% | |
| Eaton Vance High Income Opportunities Fund A 47,547 | — | — | — | $200K | 1.5% | |
| BlackRock High Yield Bond Portfolio Investor A 27,583 | — | — | — | $196K | 1.5% | |
| MFS International Growth Fund A 2,574 | — | — | — | $106K | 0.8% | |
| American Century Emerging Markets Fund A 8,931 | — | — | — | $96K | 0.7% | |
| PIMCO Commodities PLUS Strategy Fund A 9,129 | — | — | — | $57K | 0.4% | |
| Fidelity Advisor Government Income M 4,221 | — | — | — | $38K | 0.3% | |
| Pioneer Bond Fund A 1,831 | — | — | — | $15K | 0.1% |
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