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Original filing (PDF)20250826100513NAL0008599441004

GREAT PLAINS II LLC

Form 5500
FILING_RECEIVED
GREAT PLAINS II LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
136
Accounts w/ balance
156
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
45 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "Vanguard Target Ret 2050 Pooled Separated Account" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT PLAINS II LLC.
Plan sponsor
Name
GREAT PLAINS II LLC
EIN
93-1437471
Address
2776 WASHINGTON DRIVE · SUITE 110 · NORMAN, OK · 73069
Phone
(405) 850-3459
Industry
Wholesale Tradesee 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
2025-08-26
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY01-0233346RECORDKEEPER$13K

Investments

1 direct security · 45 pooled funds· $3.1M(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
$3.0M
45 holdings
Uncategorized
$3K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VANGUARD TARGET RET 2050
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$922K30.2%
VANGUARD TARGET RET 2035
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$445K14.6%
VANGUARD TARGET RET 2030
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$385K12.6%
VANGUARD TARGET RET 2040
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$192K6.3%
VANGUARD TARGET RET 2065
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$178K5.8%
VANGUARD TARGET RET 2060
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$170K5.6%
VANGUARD TARGET RET 2055
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$164K5.4%
VANGUARD TARGET RET 2045
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$131K4.3%
VANGUARD TOT WLD STK INDEX ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$62K2.0%
INVESCO PREMIER US GOVT MONEY
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$56K1.8%
VANGUARD GROWTH INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$55K1.8%
500 INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$34K1.1%
AMERICAN FUNDS NEW WORLD FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$27K0.9%
NUVEEN EQUITY INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$22K0.7%
VANGUARD TARGET RET 2025
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$20K0.7%
AMERICAN FUNDS NEW PERSPECTIVE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$19K0.6%
ISHARES MSCI EAFE VALUE ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$15K0.5%
VANGUARD VALUE INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$13K0.4%
AMERICAN FUNDS BOND FUND OF AM
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$11K0.4%
VANGUARD STRATEGIC EQUITY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$10K0.3%
BLACKROCK INFL PROTECTED BOND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$9K0.3%
VANGUARD BALANCED INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$9K0.3%
T. ROWE PRICE HEALTH SCI
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$9K0.3%
THRIVENT MID CAP STOCK FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$9K0.3%
LAZARD GLOBAL LISTED INFRA
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$9K0.3%
VANGUARD ST INVESTMENT-GRADE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$9K0.3%
VANGUARD TOTAL BOND MARKET IDX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$7K0.2%
FIDELITY REAL ESTATE INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$7K0.2%
VANGUARD SMALL CAP GROW INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$7K0.2%
VANGUARD SMALL CAP VALUE INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$6K0.2%
AF AMERICAN BALANCED FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$5K0.2%
NUVEEN SMALL-CAP BLEND INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$4K0.1%
JANUS HENDERSON GBL EQ INCOME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$4K0.1%
John Hancock Fundamental All Cap Core Pooled Separated Account$3K0.1%
AF CAPITAL WORLD BOND FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$3K0.1%
VANGUARD ENERGY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$3K<0.1%
FIDELITY ADVISOR TOTAL BOND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$3K<0.1%
MFS MID CAP VALUE FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$2K<0.1%
JANUS HENDERSON TRITON FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$2K<0.1%
WISDOMTREE MIDCAP DIVIDEND ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$2K<0.1%
VANGUARD LT TREASURY INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$2K<0.1%
VANGUARD MID-CAP GROWTH ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$2K<0.1%
VANGUARD SHORT-TERM FEDERAL
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1K<0.1%
MFS MID CAP GROWTH FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$995<0.1%
FIDELITY ADVISOR ENERGY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$879<0.1%
VANGUARD TOTAL INTL BOND INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$817<0.1%

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