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Original filing (PDF)20251008124924NAL0009433504001
AMERICAN PASTEURIZATION COMPANY, LLC
Form 5500
FILING_RECEIVED
AMERICAN PASTEURIZATION COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
222
Accounts w/ balance
107
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
65
Knocking points off
- Top holding "Vanguard 500 Index Admiral" is 30% of plan.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN PASTEURIZATION COMPANY, LLC.
Plan sponsor
Name
AMERICAN PASTEURIZATION COMPANY, LLC
EIN
16-1703323
Address
2675 N MAYFAIR RD STE. 680 · MILWAUKEE, WI · 53226
Phone
(414) 982-2370
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
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)
2S · Automatic enrollment
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
25 direct securities· $2.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $765K | 30.3% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $367K | 14.5% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $228K | 9.0% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $165K | 6.5% | |
| Nuveen Lifecycle Index Retirement R6 | — | — | — | $160K | 6.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $125K | 4.9% | |
| Vanguard Small Cap Index ADM | — | — | — | $119K | 4.7% | |
| Vanguard International Value Portfolio | — | — | — | $103K | 4.1% | |
| American Funds American Mutual R6 | — | — | — | $65K | 2.6% | |
| Empower Annuity Insurance Company of America Insurance Contract | — | — | — | $64K | 2.6% | |
| PIMCO Income Instl | — | — | — | $59K | 2.3% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $50K | 2.0% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $49K | 1.9% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $47K | 1.9% | |
| PGIM Total Return Bond R6 | — | — | — | $40K | 1.6% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $33K | 1.3% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $18K | 0.7% | |
| American Funds American Balanced R6 | — | — | — | $16K | 0.6% | |
| Blackrock Mid-Cap Growth Equity Instl | — | — | — | $13K | 0.5% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $13K | 0.5% | |
| Macquarie Mid Cap Income Opportunity | — | — | — | $8K | 0.3% | |
| PIMCO Int Bond (USD - Hedged) Inst | — | — | — | $7K | 0.3% | |
| American Century Small Cap Value R6 | — | — | — | $6K | 0.2% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $2K | <0.1% | |
| Fidelity International Capital Apprec. | — | — | — | $1K | <0.1% |
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