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Original filing (PDF)20251007124543NAL0008153936001
MURPHY TOWER SERVICE, LLC
Form 5500
FILING_RECEIVED
MURPHY TOWER SERVICE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~112 bps in Sched C feesNo recordkeeper disclosed
Active participants
122
Accounts w/ balance
153
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 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
- 112 bps in Schedule C fees — 115% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MURPHY TOWER SERVICE, LLC.
Plan sponsor
Name
MURPHY TOWER SERVICE, LLC
EIN
86-1108842
Address
20220 HWY 5 · CARLISLE, IA · 500474210
Phone
(515) 989-9225
Industry
Constructionsee 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
2025-10-07
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)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HARDING, SHYMANSKI & COMPANY, PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
Investments
31 direct securities · 13 pooled funds· $11.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.1M
31 holdings
Common Collective Trust
$5.2M
10 holdings
Pooled Separate Account
$73K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 18.4% | |
| Principal Global Investors Trust Co | — | — | — | $1.1M | 18.4% | |
| Vanguard Group | — | — | — | $972K | 16.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $972K | 16.1% | |
| PIMCO Funds | — | — | — | $641K | 10.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $641K | 10.6% | |
| Principal Global Investors Trust Co | — | — | — | $607K | 10.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $607K | 10.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $596K | 9.9% | |
| Vanguard Group | — | — | — | $596K | 9.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $503K | 8.3% | |
| Vanguard Group | — | — | — | $503K | 8.3% | |
| Principal Global Investors Trust Co | — | — | — | $472K | 7.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $343K | 5.7% | |
| PIMCO Funds | — | — | — | $343K | 5.7% | |
| Principal Global Investors Trust Co | — | — | — | $305K | 5.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $305K | 5.0% | |
| The American Funds | — | — | — | $99K | 1.6% | |
| Alliance Bernstein | — | — | — | $77K | 1.3% | |
| Principal Life Insurance Company | — | — | — | $71K | 1.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $71K | 1.2% | |
| Principal Global Investors Trust Co | — | — | — | $66K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $66K | 1.1% | |
| The American Funds | — | — | — | $61K | 1.0% | |
| The American Funds | — | — | — | $50K | 0.8% | |
| Vanguard Group | — | — | — | $37K | 0.6% | |
| Principal Global Investors Trust Co | — | — | — | $29K | 0.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $29K | 0.5% | |
| Dimensional Fund Advisors | — | — | — | $13K | 0.2% | |
| Dimensional Fund Advisors | — | — | — | $11K | 0.2% | |
| Principal Life Insurance Company | — | — | — | $7K | 0.1% | |
| Principal Life Insurance Company | — | — | — | $7K | 0.1% | |
| Lord Abbett | — | — | — | $7K | 0.1% | |
| First Eagle | — | — | — | $7K | 0.1% | |
| PIMCO Funds | — | — | — | $6K | 0.1% | |
| Principal Global Investors Trust Co | — | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Principal Global Investors Trust Co | — | — | — | $3K | <0.1% | |
| Principal Global Investors Trust Co | — | — | — | $3K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Principal Global Investors Trust Co | — | — | — | $3K | <0.1% | |
| The American Funds | — | — | — | $3K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $2K | <0.1% | |
| Vanguard Group | — | — | — | $270 | <0.1% |
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