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Original filing (PDF)20251008111758NAL0002953091001
CLYSAR, LLC
Form 5500
FILING_RECEIVED
CLYSAR, LLC 401(K) PLAN
401(k) retirement plan
Active participants
242
Accounts w/ balance
253
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
29 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLYSAR, LLC.
Plan sponsor
Name
CLYSAR, LLC
EIN
01-0727296
Address
HIGHWAY 67 SOUTH · CLINTON, IA · 52732
Phone
(563) 259-3323
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $106K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION, LLC | — | BERKELEY HEIGHTS, NJ | CONTRACT ADMINISTRATION | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $5K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $878 | — |
Investments
28 direct securities· $29.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $7.0M | 23.4% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $4.3M | 14.4% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $2.8M | 9.3% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $2.7M | 9.0% | |
| iShares S&P 500 Index Mutual fund | — | — | — | $1.9M | 6.2% | |
| Participant Loans Various maturity dates (4.25% - 9.50%) | — | — | — | $1.2M | 4.0% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $1.2M | 3.8% | |
| Empower Select Guaranteed Fund Fixed annuity contract (2.36%) | — | — | — | $990K | 3.3% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $951K | 3.2% | |
| Vanguard Inflation-Protected Securities Mutual fund | — | — | — | $665K | 2.2% | |
| Invesco Growth and Income Mutual fund | — | — | — | $657K | 2.2% | |
| American Funds American Balanced Mutual fund | — | — | — | $642K | 2.1% | |
| Vanguard Targe Retirement Income Mutual fund | — | — | — | $575K | 1.9% | |
| Vanguard US Growth Mutual fund | — | — | — | $541K | 1.8% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $414K | 1.4% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $413K | 1.4% | |
| Fidelity Mid Cap Stock Mutual fund | — | — | — | $395K | 1.3% | |
| Nuveen Quant Small-Cap Equity Mutual fund | — | — | — | $383K | 1.3% | |
| American Funds Europacific Growth Mutual fund | — | — | — | $375K | 1.3% | |
| Fidelity Advisor Total Bond Mutual fund | — | — | — | $266K | 0.9% | |
| Macquarie Small Cap Core Mutual fund | — | — | — | $246K | 0.8% | |
| Vanguard International Growth Mutual fund | — | — | — | $230K | 0.8% | |
| Vanguard Mid-Cap Index Mutual fund | — | — | — | $200K | 0.7% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $192K | 0.6% | |
| Undiscovered Managers Behavioral Value Mutual fund | — | — | — | $185K | 0.6% | |
| Vanguard Small Cap Index Mutual fund | — | — | — | $141K | 0.5% | |
| Empower Global Bond Mutual fund | — | — | — | $97K | 0.3% | |
| Vanguard Mid-Cap Growth Index Mutual fund | — | — | — | $17K | <0.1% |