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Original filing (PDF)20250929083243NAL0026250306001
FEATHERLITE EXISS SOONER HOLDING
Form 5500
FILING_RECEIVED
FEATHERLITE EXISS SOONER 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
500
Accounts w/ balance
972
Plan assets (EOY)
$34.5M
Net assets (EOY)
$34.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FEATHERLITE EXISS SOONER HOLDING.
Plan sponsor
Name
FEATHERLITE EXISS SOONER HOLDING
EIN
84-3939042
Address
PO BOX 320, 13380 US HWY 63 N · CRESCO, IA · 52136
Phone
(563) 547-6017
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
2025-09-29
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENTSERVI | — | MILWAUKEE, WI | BROKER/DEALER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $170K | — |
| BERNARD ROBINSON & COMPANY, LLP | — | GREENSBORO, NC | SERVICE PROVIDER | $16K | — |
Investments
33 direct securities· $34.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid Ttl Mkt Id Fd Registered Investment Company | — | — | — | $7.7M | 22.4% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $3.3M | 9.4% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $3.1M | 9.1% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $2.6M | 7.4% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $2.0M | 5.8% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $1.8M | 5.1% | |
| Mass Investors Grw Stk Fnd R6 Registered Investment Company | — | — | — | $1.7M | 5.1% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $1.4M | 4.0% | |
| JPMorgan Equity Income Fund R6 Registered Investment Company | — | — | — | $1.3M | 3.9% | |
| MFS Intl Intrinsic Val Fnd R6 Registered Investment Company | — | — | — | $1.2M | 3.5% | |
| (Held at End of Year) FEATHERLITE EXISS SOONER 401(K) RETIREMENT PLAN EIN#84-3939042 Plan# 551529 Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $1.0M | 3.0% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $925K | 2.7% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $794K | 2.3% | |
| MFS Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $745K | 2.2% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $637K | 1.8% | |
| Pioneer Bond Fund K Registered Investment Company | — | — | — | $623K | 1.8% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $554K | 1.6% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | — | — | — | $446K | 1.3% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $437K | 1.3% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $398K | 1.2% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $353K | 1.0% | |
| PGIM High Yield Fund R6 Registered Investment Company | — | — | — | $315K | 0.9% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $178K | 0.5% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $165K | 0.5% | |
| Vangrd Explorer Fund Adm Registered Investment Company | — | — | — | $159K | 0.5% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $155K | 0.4% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Am Balanced R6 Registered Investment Company | — | — | — | $113K | 0.3% | |
| Vanguard Real Estate Indx Adm Registered Investment Company | — | — | — | $99K | 0.3% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $74K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $72K | 0.2% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $53K | 0.2% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $32K | <0.1% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $15K | <0.1% |
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