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Original filing (PDF)20251013103744NAL0000496675001
VAN DE POL ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
VAN DE POL ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
439
Accounts w/ balance
300
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
46 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Participation health
80
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VAN DE POL ENTERPRISES, INC..
Plan sponsor
Name
VAN DE POL ENTERPRISES, INC.
EIN
94-2428381
Address
4895 SOUTH AIRPORT WAY · STOCKTON, CA · 95206
Phone
(209) 944-9115
Industry
Utilitiessee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $57K | — |
| ADMINISTRATIVE GROUP, LLC DBA TAG | 42-1484983 | — | RECORDKEEPER | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1309931 | — | CONTRACT ADMINISTRATOR | $57K | — |
Investments
5 direct securities · 46 pooled funds· $24.3M(96% 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.
Common Collective Trust
$23.2M
21 holdings
Uncategorized
$1.1M
5 holdings
Pooled Separate Account
$0
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COL S&P 500 IDX FD - DC NORTHERN TRUST INVESTMENTS, INC. · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.0M | 15.6% | |
| T. ROWE PRICE RET HYBRID 2030 TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $3.0M | 11.8% | |
| T. ROWE PRICE RET HYBRID 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $2.3M | 9.2% | |
| T. ROWE PRICE RET HYBRID 2035 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $2.3M | 9.0% | |
| T. ROWE PRICE RET HYBRID 2035 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $2.0M | 8.1% | |
| T. ROWE PRICE RET HYBRID 2045 TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.6M | 6.1% | |
| GALLIARD STABLE RETURN FUND SEI TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.3% | |
| NT COL EXT EQ MKT IDX FD NORTHERN TRUST INVESTMENTS, INC. · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.1% | |
| T. ROWE PRICE RET HYBRID 2060 TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $1.1M | 4.3% | |
| T. ROWE PRICE RET HYBRID 2055 TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $1.1M | 4.3% | |
| T. ROWE PRICE RET HYBRID 2050 TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $919K | 3.6% | |
| T. ROWE PRICE RET HYBRID 2020 TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $641K | 2.5% | |
| Fidelity Investments Fiam Core Pluc Commingle D Pool I (1) | — | — | — | $566K | 2.2% | |
| JPMorgan Large Cap Growth Fund Class R6 (1) | — | — | — | $418K | 1.6% | |
| T. ROWE PRICE RET HYBRID 2005 TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $404K | 1.6% | |
| NT COL AGG BOND INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $401K | 1.6% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN TRUST INVESTMENTS, INC. · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $342K | 1.3% | |
| MFS LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $221K | 0.9% | |
| WILMINGTON TRUST EUROPACIFIC GROWTH WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $145K | 0.6% | |
| Fidelity Investments Fidelity Advisor Focus Emerging Mrkts Z (1) | — | — | — | $122K | 0.5% | |
| MASSMUTUAL SMALL CAP GROWTH EQUITY GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065333 / PN 430 | Common Collective Trust | — | — | $71K | 0.3% | |
| MFS MID CAP VALUE FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $69K | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Government Money I (1) | — | — | — | $38K | 0.2% | |
| T. ROWE PRICE RET HYBRID 2065 TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $14K | <0.1% | |
| MFS MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $4K | <0.1% | |
| Principal Funds Principal Smallcap Value Ii R6 (1) | — | — | — | $1K | <0.1% | |
| AMERICAN FUNDS FUNDMNTL INVST RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 407 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET GLOBAL ALL CAP EX US I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 409 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 405 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 410 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2020 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 415 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2025 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 416 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2030 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 417 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2035 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 418 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2040 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 419 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2045 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 420 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2050 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 421 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2055 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 422 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2060 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 423 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE 2065 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 424 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SECCOURSE INC BY TA RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 414 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 413 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE US SMALL CAP VALUE EQ TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 425 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD FTSE SOCIAL IDX FUND ADMIR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 431 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA EMERGING MARKETS CORE EQUITY RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 759 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET PRTN SERIES WITH TA MO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% |
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