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Original filing (PDF)20250923133315NAL0006391457001
SEAGRAVE FIRE APPARATUS, LLC
Form 5500
FILING_RECEIVED
SEAGRAVE FIRE APPARATUS, LLC STAFF 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
165
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEAGRAVE FIRE APPARATUS, LLC.
Plan sponsor
Name
SEAGRAVE FIRE APPARATUS, LLC
EIN
01-0779841
Address
105 E 12TH ST · CLINTONVILLE, WI · 54929
Phone
(715) 823-1865
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $33K | — |
Investments
27 direct securities · 1 pooled fund· $14.1M(100% 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.
Uncategorized
$12.1M
26 holdings
Mutual Funds
$1.2M
1 holding
Common Collective Trust
$760K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | Mutual Funds | — | — | $1.2M | 8.6% | |
| American Funds Europathic Growth R4 N/R | — | — | — | $1.1M | 7.5% | |
| Blackrock Lifepath Index 2030 N/R | — | — | — | $1.0M | 7.3% | |
| T. Rowe Price All-Cap Opportunities N/R | — | — | — | $924K | 6.6% | |
| Blackrock Lifepath Index Ret N/R | — | — | — | $920K | 6.5% | |
| JP Morgan Large Cap Growth Select N/R | — | — | — | $919K | 6.5% | |
| MORLEY STABLE VALUE FUND EMPOWER ANNUITY INSURANCE CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $760K | 5.4% | |
| Columbia Dividend Income Institutional N/R | — | — | — | $748K | 5.3% | |
| JP Morgan US Equity Select N/R | — | — | — | $716K | 5.1% | |
| Blackrock Lifepath Index 2040 N/R | — | — | — | $692K | 4.9% | |
| Vanguard Mid Cap Index Admiral N/R | — | — | — | $666K | 4.7% | |
| Vanguard Total Bond Market Index Admiral N/R | — | — | — | $512K | 3.6% | |
| PIMCO Moderate Duration N/R | — | — | — | $498K | 3.5% | |
| Vanguard Small Cap Index Admiral N/R | — | — | — | $456K | 3.2% | |
| T. Rowe Price New Horizon N/R | — | — | — | $456K | 3.2% | |
| Blackrock Lifepath Index 2045 N/R | — | — | — | $386K | 2.7% | |
| Victory Sycamore Small Company Opp R6 N/R | — | — | — | $314K | 2.2% | |
| Blackrock Lifepath Index 2055 N/R | — | — | — | $309K | 2.2% | |
| Victory Sycamore Established Value R6 N/R | — | — | — | $281K | 2.0% | |
| Columbia Small Cap Index A N/R | — | — | — | $232K | 1.6% | |
| Blackrock Lifepath Index 2050 N/R | — | — | — | $226K | 1.6% | |
| Vanguard Real Estate Index Admiral N/R | — | — | — | $173K | 1.2% | |
| Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $157K | 1.1% | |
| Blackrock Lifepath Index 2035 N/R | — | — | — | $150K | 1.1% | |
| Invesco Developing Markets N/R | — | — | — | $149K | 1.1% | |
| Janus Henderson Triton N N/R | — | — | — | $80K | 0.6% | |
| Blackrock Lifepath Index 2060 N/R | — | — | — | $65K | 0.5% | |
| Blackrock Lifepath Index 2065 N/R | — | — | — | $26K | 0.2% |