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Original filing (PDF)20251003164218NAL0000914739001
STANDLEE GROUP LLC
Form 5500
FILING_RECEIVED
STANDLEE GROUP LLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
225
Accounts w/ balance
217
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
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 (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.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDLEE GROUP LLC.
Plan sponsor
Name
STANDLEE GROUP LLC
EIN
85-3932895
Address
22349 KIMBERLY ROAD SUITE E · KIMBERLY, ID · 83341
Phone
(208) 825-5117
Industry
Agriculture, Forestry, Fishing, Huntingsee all
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
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
COOPER NORMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| 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.
Uncategorized
$6.6M
41 holdings
Pooled Separate Account
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $703K | 10.7% | |
| VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $525K | 8.0% | |
| AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $510K | 7.7% | |
| AMERICAN FUNDS AMERFDS 2045 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $497K | 7.5% | |
| AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $441K | 6.7% | |
| AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $408K | 6.2% | |
| JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $402K | 6.1% | |
| AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $343K | 5.2% | |
| PARTICIPANTS LOANS 4.25% TO 4.25% 0 | — | — | — | $309K | 4.7% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $238K | 3.6% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0 | — | — | — | $237K | 3.6% | |
| AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $233K | 3.5% | |
| AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $220K | 3.3% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | — | — | — | $193K | 2.9% | |
| NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES 0 | — | — | — | $152K | 2.3% | |
| AMERICAN FUNDS AMERFDS AMERICAN MUTUAL R6 MUTUAL FUND SHARES 0 | — | — | — | $143K | 2.2% | |
| VANGUARD TOTAL STK MKT IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $130K | 2.0% | |
| BLACKROCK ISHARES RUSSELL2000 SMCP IDX K MUTUAL FUND SHARES 0 | — | — | — | $119K | 1.8% | |
| AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0 | — | — | — | $118K | 1.8% | |
| AMERICAN FUNDS AMERFDS 2065 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $101K | 1.5% | |
| COHEN&STEERS COHEN STEERS REAL EST SEC Z MUTUAL FUND SHARES 0 | — | — | — | $60K | 0.9% | |
| VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $55K | 0.8% | |
| DFA INTL SMALL COMPANY I MUTUAL FUND SHARES 0 | — | — | — | $42K | 0.6% | |
| PIMCO INCOME INSTL MUTUAL FUND SHARES 0 | — | — | — | $38K | 0.6% | |
| AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $35K | 0.5% | |
| DODGE & COX DODGE & COX INCOME X MUTUAL FUND SHARES 0 | — | — | — | $32K | 0.5% | |
| AMERICAN FUNDS AMERFDS NEW WORLD R6 MUTUAL FUND SHARES 0 | — | — | — | $31K | 0.5% | |
| FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0 | — | — | — | $29K | 0.4% | |
| AMERICAN FUNDS AMER FUNDS INTM BD FD AMER R6 MUTUAL FUND SHARES 0 | — | — | — | $29K | 0.4% | |
| AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $29K | 0.4% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 | — | — | — | $27K | 0.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $26K | 0.4% | |
| DFA US SMALL CAP GROWTH I MUTUAL FUND SHARES 0 | — | — | — | $24K | 0.4% | |
| FIDELITY INTL INDEX MUTUAL FUND SHARES 0 | — | — | — | $22K | 0.3% | |
| FIDELITY US BOND IDX MUTUAL FUND SHARES 0 | — | — | — | $21K | 0.3% | |
| NUVEEN LARGE CAP VALUE IDX R6 MUTUAL FUND SHARES 0 | — | — | — | $20K | 0.3% | |
| FIDELITY ADV SMCAP VALUE Z MUTUAL FUND SHARES 0 | — | — | — | $18K | 0.3% | |
| PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0 | — | — | — | $16K | 0.2% | |
| AMERICAN FUNDS AMERFDS 2010 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $6K | <0.1% | |
| AMERICAN FUNDS AMERFDS CAP WORLD BOND R6 MUTUAL FUND SHARES 0 | — | — | — | $5K | <0.1% | |
| FIDELITY REAL ESTATE IDX MUTUAL FUND SHARES 0 | — | — | — | $4K | <0.1% |
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