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Original filing (PDF)20250815124034NAL0010190659001
PENINSULA PACIFIC ENTERTAINMENT DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
PENINSULA PACIFIC ENTERTAINMENT DEVELOPMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
529
Accounts w/ balance
331
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENINSULA PACIFIC ENTERTAINMENT DEVELOPMENT, LLC.
Plan sponsor
Name
PENINSULA PACIFIC ENTERTAINMENT DEVELOPMENT, LLC
EIN
88-2920752
Address
29271 CENTERVILLE ROAD · LAMOTTE, IA · 52054
Phone
(620) 240-4402
Industry
Accommodation & Food Servicessee 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
2025-08-15
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
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $6K | — |
Investments
24 direct securities· $3.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Fidelity Advisor Freedom 2030 | — | — | — | $520K | 13.6% | |
| Schwab John Hancock Discovery Value Mid Cap | — | — | — | $516K | 13.5% | |
| Schwab Pioneer US Govt Money Market 779 Schwab Columbia Dividend Income | — | — | — | $478K | 12.5% | |
| Schwab Fidelity Advisor Freedom 2035 | — | — | — | $319K | 8.3% | |
| Schwab MFS International Diversified 343 Schwab Vanguard 500 Index Admiral | — | — | — | $260K | 6.8% | |
| Schwab Fidelity Advisor Freedom 2040 | — | — | — | $255K | 6.7% | |
| Schwab Fidelity Advisor Freedom 2045 | — | — | — | $238K | 6.2% | |
| Schwab Fidelity Advisor Freedom 2055 | — | — | — | $153K | 4.0% | |
| Schwab Fidelity Advisor Freedom 2050 | — | — | — | $151K | 3.9% | |
| Schwab Prudential GIF | — | — | — | $110K | 2.9% | |
| Schwab Fidelity Advisor Freedom 2060 | — | — | — | $101K | 2.6% | |
| Schwab Vanguard Mid Cap Index Fund | — | — | — | $100K | 2.6% | |
| Schwab Fidelity Advisor Freedom 2025 | — | — | — | $97K | 2.5% | |
| Schwab Fidelity Advisor Growth Opportunity | — | — | — | $93K | 2.4% | |
| Schwab Vanguard Small Cap Growth Index | — | — | — | $73K | 1.9% | |
| Schwab Vanguard Small Cap Value Index | — | — | — | $70K | 1.8% | |
| Schwab Delaware Ivy Mid Cap Growth | — | — | — | $66K | 1.7% | |
| Schwab Columbia Emerging Markets | — | — | — | $63K | 1.6% | |
| Schwab Fidelity Advisor Freedom 2065 | — | — | — | $57K | 1.5% | |
| Schwab Vanguard Small Cap Index | — | — | — | $39K | 1.0% | |
| Schwab Vanguard Total International Stock Index | — | — | — | $39K | 1.0% | |
| Schwab Vanguard Total Bond Market Index | — | — | — | $19K | 0.5% | |
| Schwab Fidelity Advisor Strategic Income 429 Schwab Invesco Core Plus Bond A | — | — | — | $7K | 0.2% | |
| Schwab Fidelity Advisor Freedom Inc A | — | — | — | $4K | <0.1% |
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