How big is Standlee Group LLC's plan?

Standlee Group LLC's plan reported $6.6M in assets and 225 participants for 2024.

Original filing (PDF)20251003164218NAL0000914739001

Standlee Group LLC

Name: Standlee Group LLC — Standlee Group LLC 401(k) Plan, Form 5500 (2024)
Creator: Standlee Group LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Standlee Group LLC 401(k) Plan

401(k) retirement plan · Standlee Group LLC's Standlee Group LLC 401(k) Plan held $6.6M in plan assets for 225 participants in 2024, with OneAmerica as recordkeeper.

Active participants

225

Accounts w/ balance

217

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

PAM Lambert signed Standlee Group LLC's 2024 Form 5500 as plan administrator.

PAM Lambert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Standlee Group LLC's EIN is 85-3932895.

EIN 85-3932895

Plan number 002

Plan year 2024

ACK ID 20251003164218NAL0000914739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Standlee Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Standlee Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STANDLEE GROUP LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

STANDLEE GROUP LLC

EIN

all filings

Address

22349 KIMBERLY ROAD SUITE E · KIMBERLY, ID · 83341

Phone

(208) 825-5117

Industry

Agriculture, Forestry, Fishing, Hunting

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

2025-10-03

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$6K	—

Investments

41 direct securities · 1 pooled fund· $12.6M(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.

Pooled Separate Account

$6.0M

1 holding

Mutual Funds

$4.3M

25 holdings

Common Collective Trusts

$1.2M

10 holdings

Other securities

$513K

4 holdings

Bonds / Notes

$309K

1 holding

Stable Value

$238K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$6.0M	91.7%
AMERICAN FUNDS AMERFDS 2040 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$703K	10.7%
VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$525K	8.0%
AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$510K	7.7%
AMERICAN FUNDS AMERFDS 2045 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$497K	7.5%
AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$441K	6.7%
AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$408K	6.2%
JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$402K	6.1%
AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$343K	5.2%
PARTICIPANTS LOANS 4.25% TO 4.25% 0	Bonds / Notes	—	—	$309K	4.7%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$238K	3.6%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$237K	3.6%
AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$233K	3.5%
AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$220K	3.3%
FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$193K	2.9%
NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$152K	2.3%
AMERICAN FUNDS AMERFDS AMERICAN MUTUAL R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$143K	2.2%
VANGUARD TOTAL STK MKT IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$130K	2.0%
BLACKROCK ISHARES RUSSELL2000 SMCP IDX K MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$119K	1.8%
AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$118K	1.8%
AMERICAN FUNDS AMERFDS 2065 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$101K	1.5%
COHEN&STEERS COHEN STEERS REAL EST SEC Z MUTUAL FUND SHARES 0	Other securities	—	—	$60K	0.9%
VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$55K	0.8%
DFA INTL SMALL COMPANY I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$42K	0.6%
PIMCO INCOME INSTL MUTUAL FUND SHARES 0	Mutual Funds	—	—	$38K	0.6%
AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$35K	0.5%
DODGE & COX DODGE & COX INCOME X MUTUAL FUND SHARES 0	Mutual Funds	—	—	$32K	0.5%
AMERICAN FUNDS AMERFDS NEW WORLD R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$31K	0.5%
FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0	Mutual Funds	—	—	$29K	0.4%
AMERICAN FUNDS AMER FUNDS INTM BD FD AMER R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$29K	0.4%
AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$29K	0.4%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$27K	0.4%
VANGUARD MIDCAP GROWTH IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$26K	0.4%
DFA US SMALL CAP GROWTH I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$24K	0.4%
FIDELITY INTL INDEX MUTUAL FUND SHARES 0	Mutual Funds	—	—	$22K	0.3%
FIDELITY US BOND IDX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$21K	0.3%
NUVEEN LARGE CAP VALUE IDX R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$20K	0.3%
FIDELITY ADV SMCAP VALUE Z MUTUAL FUND SHARES 0	Mutual Funds	—	—	$18K	0.3%
PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0	Other securities	—	—	$16K	0.2%
AMERICAN FUNDS AMERFDS 2010 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$6K	<0.1%
AMERICAN FUNDS AMERFDS CAP WORLD BOND R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$5K	<0.1%
FIDELITY REAL ESTATE IDX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$4K	<0.1%