Back to filter
Original filing (PDF)20251013151434NAL0000754435003
VISKOTEEPAK, LLC
Form 5500
FILING_RECEIVED
VISKOTEEPAK 401(K) PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
92
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
35 pooled trusts
Schedule D
69 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 VISKOTEEPAK, LLC.
Plan sponsor
Name
VISKOTEEPAK, LLC
EIN
20-1267287
Address
1126 88TH PLACE · KENOSHA, WI · 53143
Phone
(262) 697-6571
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
2025-10-13
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
WEISS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $22K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY-PLAN | $7K | — |
Investments
36 direct securities · 35 pooled funds· $18.8M(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.
Uncategorized
$9.8M
36 holdings
Pooled Separate Account
$9.0M
35 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Ins Co Transamerica OT 2035 Amer Fd | — | — | — | $2.1M | 21.8% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $2.1M | 21.8% | |
| Transamerica Life Ins Co Transamerica OT 2030 Amer Fd | — | — | — | $1.4M | 14.4% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $1.4M | 14.4% | |
| Transamerica Life Ins Co Transamerica OT 2040 Amer Fd | — | — | — | $1.1M | 11.4% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $1.1M | 11.4% | |
| Transamerica Life Ins Co Transamerica OT 2050 Amer Fd | — | — | — | $622K | 6.5% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $622K | 6.5% | |
| Transamerica Life Ins Co Transamerica OT 2025 Amer Fd | — | — | — | $585K | 6.1% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $585K | 6.1% | |
| Transamerica Life Ins Co Transamerica OT 2010 Amer Fd 36 * Transamerica Life Ins Co Transamerica OT 2020 Amer Fd | — | — | — | $558K | 5.8% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $558K | 5.8% | |
| Transamerica Life Ins Co Transamerica OT 2045 Amer Fd | — | — | — | $518K | 5.4% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $518K | 5.4% | |
| Participant loans Interest rates range from 4.25% to 9.50% -0- | — | — | — | $374K | 3.9% | |
| Transamerica Partners Stck Pooled separate account | — | — | — | $289K | 3.0% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $289K | 3.0% | |
| Amer Target 2055 Fund R6 Pooled separate account | — | — | — | $278K | 2.9% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $278K | 2.9% | |
| Transamerica Life Ins Co Transamerica Stable Val Ascend ion | — | — | — | $197K | 2.1% | |
| Transamerica Stable Value Ascend Option Guaranteed interest account | — | — | — | $191K | 2.0% | |
| State Street S&P Mid Cap Pooled separate account | — | — | — | $169K | 1.8% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $169K | 1.8% | |
| American Funds Blncd Pooled separate account | — | — | — | $165K | 1.7% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $165K | 1.7% | |
| Transamerica Life Ins Co JPMorgan U.S. Eq Ret Opt | — | — | — | $164K | 1.7% | |
| JPMORGAN U.S. EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 878 | Pooled Separate Account | — | — | $164K | 1.7% | |
| Transamerica Life Ins Co State Street Russell Lg Cp Gr Idx | — | — | — | $149K | 1.5% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $149K | 1.5% | |
| Transamerica International Eqt Pooled separate account | — | — | — | $148K | 1.5% | |
| TRANSAMERICA INTL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $148K | 1.5% | |
| State Street Russell Sm Cap Gr Pooled separate account | — | — | — | $105K | 1.1% | |
| STATE STREET RUSSELL SM CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $105K | 1.1% | |
| Transamerica Life Ins Co BlackRock Adv Small Cp Core Ret Opt | — | — | — | $98K | 1.0% | |
| BLACKROCK ADV SMALL CP CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 196 | Pooled Separate Account | — | — | $98K | 1.0% | |
| Transamerica Life Ins Co JPMorgan Small Cap Gr Ret Opt | — | — | — | $97K | 1.0% | |
| JPMORGAN SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 408 | Pooled Separate Account | — | — | $97K | 1.0% | |
| American Century Mid Cap Value Pooled separate account | — | — | — | $88K | 0.9% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 195 | Pooled Separate Account | — | — | $88K | 0.9% | |
| Transamerica Life Ins Co American Funds New World Ret Opt | — | — | — | $73K | 0.8% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $73K | 0.8% | |
| Transamerica Hi Yld Bd Ret Pooled separate account | — | — | — | $71K | 0.7% | |
| TRANSAMERICA HIGH YIELD BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $71K | 0.7% | |
| Transamerica Life Ins Co Transamerica OT 2060 Amer Fd | — | — | — | $46K | 0.5% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $46K | 0.5% | |
| Amer Target 2060 Fund R6 Pooled separate account | — | — | — | $44K | 0.5% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $44K | 0.5% | |
| Transamerica Core Bond Pooled separate account | — | — | — | $43K | 0.4% | |
| TRANSAMERICA INTERMED BD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 189 | Pooled Separate Account | — | — | $43K | 0.4% | |
| State Street Russell Lrg Cap Val Index Pooled separate account | — | — | — | $22K | 0.2% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $22K | 0.2% | |
| JPMorgan Small Cap Value Pooled separate account | — | — | — | $20K | 0.2% | |
| JPMORGAN SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 410 | Pooled Separate Account | — | — | $20K | 0.2% | |
| Transamerica Life Ins Co Franklin Small-Mid Cap Gr Ret Opt | — | — | — | $19K | 0.2% | |
| FRANKLIN SMALL-MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 392 | Pooled Separate Account | — | — | $19K | 0.2% | |
| AMERICAN CENTURY REAL EST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 753 | Pooled Separate Account | — | — | $18K | 0.2% | |
| American Century Real Estate Pooled separate account | — | — | — | $18K | 0.2% | |
| Transamerica Life Ins Co American Century Inf-Adj Bd Rt Opt | — | — | — | $12K | 0.1% | |
| AMERICAN CENTURY INF-ADJ BD RT OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 097 | Pooled Separate Account | — | — | $12K | 0.1% | |
| Transamerica Life Ins Co MFS Massachusetts Invs Gr Stock | — | — | — | $10K | 0.1% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 897 | Pooled Separate Account | — | — | $10K | 0.1% | |
| JPMorgan Eqt Inc Pooled separate account | — | — | — | $9K | <0.1% | |
| JPMORGAN EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 880 | Pooled Separate Account | — | — | $9K | <0.1% | |
| State Street Emerging Mrkts Index Pooled separate account | — | — | — | $7K | <0.1% | |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Cash | — | — | — | $6K | <0.1% | |
| State Street Russell Sm Cap Pooled separate account | — | — | — | $4K | <0.1% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $36 | <0.1% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $0 | <0.1% |