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Original filing (PDF)20251013121210NAL0000586643005
APPLEQUIST MFG., INC.
Form 5500
FILING_RECEIVED
APQ COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
143
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLEQUIST MFG., INC..
Plan sponsor
Name
APPLEQUIST MFG., INC.
EIN
83-3079727
Address
107 SOUTH CENTER STREET · ASSARIA, KS · 674160000
Phone
(785) 667-4210
Industry
Manufacturingsee 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $17K | — |
Investments
35 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $467K | 14.2% | |
| Putnam Large Cap Growth Fund | — | — | — | $433K | 13.2% | |
| Dimensional Fund Advisors Large Cap Growth Portfolio | — | — | — | $335K | 10.2% | |
| Nuveen Lifecycle Index 2045 Fund | — | — | — | $302K | 9.2% | |
| Nationwide Geneva Small Cap Growth Fund | — | — | — | $279K | 8.5% | |
| Victory Sycamore Established Value Fund | — | — | — | $194K | 5.9% | |
| Vanguard Windsor Fund | — | — | — | $167K | 5.1% | |
| American Funds New World Fund | — | — | — | $167K | 5.1% | |
| Nuveen Lifecycle Index 2050 Fund | — | — | — | $130K | 4.0% | |
| Federated Hermes Institutional High Yield Bond Fund | — | — | — | $105K | 3.2% | |
| Nuveen Lifecycle Index 2030 Fund | — | — | — | $78K | 2.4% | |
| Nationwide Life Insurance Company Fixed Select Option | — | — | — | $67K | 2.1% | |
| Nuveen Lifecycle Index 2055 Fund | — | — | — | $64K | 2.0% | |
| Nuveen Lifecycle Index 2060 Fund | — | — | — | $61K | 1.9% | |
| Brown Advisory Sustainable Growth Fund | — | — | — | $59K | 1.8% | |
| Nuveen Lifecycle Index 2040 Fund | — | — | — | $58K | 1.8% | |
| Baird Core Plus Bond Fund | — | — | — | $46K | 1.4% | |
| Principal MidCap Fund | — | — | — | $44K | 1.3% | |
| Nuveen Lifecycle Index 2035 Fund | — | — | — | $35K | 1.1% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $31K | 0.9% | |
| Nuveen Lifecycle Index 2020 Fund | — | — | — | $30K | 0.9% | |
| Artisan International Value Fund | — | — | — | $29K | 0.9% | |
| PIMCO International Bond Fund | — | — | — | $24K | 0.7% | |
| Nuveen Lifecycle Index 2065 Fund | — | — | — | $21K | 0.6% | |
| Vanguard Total International Stock Index Fund | — | — | — | $12K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $9K | 0.3% | |
| Vanguard GNMA Fund | — | — | — | $7K | 0.2% | |
| Calvert International Equity Fund | — | — | — | $7K | 0.2% | |
| State Street Balanced Index Fund | — | — | — | $6K | 0.2% | |
| Vanguard Total International Bond Index Fund | — | — | — | $4K | 0.1% | |
| Vanguard Wellesley Income Fund | — | — | — | $4K | 0.1% | |
| BlackRock Strategic Income Opportunities Fund | — | — | — | $3K | 0.1% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $3K | <0.1% | |
| Federated Hermes Government Obligations Fund | — | — | — | $2K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $2K | <0.1% |
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