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Original filing (PDF)20251208132702NAL0002246576001
PLUSONE COMPANY
Form 5500
FILING_RECEIVED
PLUSONE COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.7 mo~102 bps in Sched C fees
Active participants
78
Accounts w/ balance
86
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
97
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.7 months past the 10.5-month grace window.
- 102 bps in Schedule C fees — 97% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUSONE COMPANY.
Plan sponsor
Name
PLUSONE COMPANY
EIN
90-0529580
Address
PO BOX 840639 · HILDALE, UT · 84784
Phone
(800) 295-9295
Industry
Admin Support & Waste Mgmtsee 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
2025-12-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LARSON & COMPANY P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLM & CAWLEY FINANCIAL | — | LAS VEGAS, NV | ADVISOR | $12K | — |
Investments
18 direct securities· $2.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prudential PGIM Balanced Fund Class R6 | — | — | — | $446K | 22.5% | |
| Vanguard Index Tr Lrg Cap Vipers ETF | — | — | — | $364K | 18.4% | |
| Vanguard Info Tech ETF | — | — | — | $248K | 12.5% | |
| Morgan Stanley Morgan Stanley Inst Growth Fund Class I | — | — | — | $201K | 10.2% | |
| Vanguard Index Tr Mid Cap Vipers ETF | — | — | — | $156K | 7.9% | |
| Vanguard S&P 500 ETF | — | — | — | $120K | 6.1% | |
| Vanguard Target Retirement 2040 732 Vanguard Target Retirement 2050 98 * TDAmeritrade TD Bank Instl MMDA FTCIMA | — | — | — | $111K | 5.6% | |
| participant account balances. Maturities from 2025 to 2028. | — | — | — | $81K | 4.1% | |
| Vanguard Index FDS Smll Cp Vipers ETF | — | — | — | $73K | 3.7% | |
| Vanguard Total Stock Market ETF | — | — | — | $56K | 2.8% | |
| Vanguard Utilities ETF | — | — | — | $49K | 2.5% | |
| Vanguard BD Index Fd Inc Total Bnd Mrkt | — | — | — | $22K | 1.1% | |
| Vanguard Wellesley Income Fund | — | — | — | $21K | 1.1% | |
| State Street SPDR S&P 600 Small Cap 253 Vanguard BD Index Fd Inc Intermed Term | — | — | — | $10K | 0.5% | |
| Vanguard Total Intl Stock ETF | — | — | — | $9K | 0.5% | |
| Vanguard FTSE Emerging Markets ETF | — | — | — | $5K | 0.3% | |
| Vanguard Index FDS REIT ETF | — | — | — | $3K | 0.2% | |
| Vanguard FTSE All-world EX-US ETF | — | — | — | $3K | 0.1% |
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