Original filing (PDF)20251008124419NAL0005860049001

NATURESCAPE

Name: NATURESCAPE — NATURESCAPE 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: NATURESCAPE

Form 5500

FILING_RECEIVED

NATURESCAPE 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

289

Accounts w/ balance

191

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

How this plan invests

This plan

39 pooled trusts

Schedule D

38 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

Knocking points off

42 bps in Schedule C fees — modestly above peer band of 29 bps.
66% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATURESCAPE.

Plan sponsor

Name

NATURESCAPE

EIN

03-0448406

Address

12601 W JANESVILLE RD. · MUSKEGO, WI · 53150

Phone

(414) 425-4331

Industry

Professional & Technical Servicessee 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

2E · Profit-sharing

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

LUCIDA LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA LIFE INSURANCE COMPANY	39-0989781	—	RECORDKEEPER	$19K	—
NORTHWESTERN WISCONSIN ASSOCIATES,	39-1444845	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW FINANCIAL, INC.	36-3194849	—	INVESTMENT ADVISORY PLAN	$3K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES & COMPANY	43-0345811	—	INVESTMENT AD VISORY - P	$35K	—

Investments

2 direct securities · 39 pooled funds· $14.8M(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.

Pooled Separate Account

$13.8M

39 holdings

Uncategorized

$965K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
ALGER CAPITAL APPRECIATION RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 092	Pooled Separate Account	—	—	$3.0M	20.4%
AMERICAN FUNDS CAPITAL WORLD GR & I TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 755	Pooled Separate Account	—	—	$1.4M	9.3%
ALLSPRING SMID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 052	Pooled Separate Account	—	—	$1.0M	6.8%
AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754	Pooled Separate Account	—	—	$810K	5.5%
Transamerica Stable Value Core Option Stable Value Fund	—	—	—	$809K	5.5%
TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 940	Pooled Separate Account	—	—	$723K	4.9%
COLUMBIA CONTRARIAN CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 864	Pooled Separate Account	—	—	$697K	4.7%
TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114	Pooled Separate Account	—	—	$690K	4.7%
MACQUARIE MID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 116	Pooled Separate Account	—	—	$641K	4.3%
FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 035	Pooled Separate Account	—	—	$557K	3.8%
AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 195	Pooled Separate Account	—	—	$498K	3.4%
FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 032	Pooled Separate Account	—	—	$448K	3.0%
BLACKROCK GLOBAL ALLOC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 951	Pooled Separate Account	—	—	$360K	2.4%
TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821	Pooled Separate Account	—	—	$325K	2.2%
BRANDYWINEGLOBAL - GLO OPP BOND RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 040	Pooled Separate Account	—	—	$294K	2.0%
JPMORGAN U.S. EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 878	Pooled Separate Account	—	—	$288K	1.9%
THORNBURG INTERNATIONAL EQUITY RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 936	Pooled Separate Account	—	—	$267K	1.8%
PUTNAM LARGE CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 047	Pooled Separate Account	—	—	$238K	1.6%
ALLSPRING CORE PLUS BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 130	Pooled Separate Account	—	—	$211K	1.4%
TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695	Pooled Separate Account	—	—	$177K	1.2%
BLACKROCK ADVANTAGE SMALL CAP CORE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 196	Pooled Separate Account	—	—	$166K	1.1%
Notes receivable from participants Loan fund at 4.25% - 6.25%	—	—	—	$156K	1.1%
TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691	Pooled Separate Account	—	—	$150K	1.0%
TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696	Pooled Separate Account	—	—	$141K	1.0%
TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694	Pooled Separate Account	—	—	$123K	0.8%
CLEARBRIDGE SM CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879	Pooled Separate Account	—	—	$103K	0.7%
AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842	Pooled Separate Account	—	—	$102K	0.7%
INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216	Pooled Separate Account	—	—	$76K	0.5%
CLEARBRIDGE MD CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 883	Pooled Separate Account	—	—	$68K	0.5%
HARTFORD CORE EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 205	Pooled Separate Account	—	—	$58K	0.4%
DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526	Pooled Separate Account	—	—	$37K	0.3%
TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693	Pooled Separate Account	—	—	$31K	0.2%
NEUBERGER BERMAN REAL ESTATE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 935	Pooled Separate Account	—	—	$30K	0.2%
TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692	Pooled Separate Account	—	—	$26K	0.2%
PGIM GLOBAL REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 125	Pooled Separate Account	—	—	$25K	0.2%
TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444	Pooled Separate Account	—	—	$23K	0.2%
PIMCO STOCKSPLUS(R) ABSOLUTE RETURN TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 045	Pooled Separate Account	—	—	$19K	0.1%
TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690	Pooled Separate Account	—	—	$13K	<0.1%
TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689	Pooled Separate Account	—	—	$105	<0.1%
TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688	Pooled Separate Account	—	—	$104	<0.1%
TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687	Pooled Separate Account	—	—	$104	<0.1%