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Original filing (PDF)20251015112449NAL0008961218001
DENALI STAFFING, LLC
Form 5500
FILING_RECEIVED
DENALI STAFFING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
170
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENALI STAFFING, LLC.
Plan sponsor
Name
DENALI STAFFING, LLC
EIN
20-5449049
Address
2400 S. CALHOUN ROAD · NEW BERLIN, WI · 53151
Phone
(262) 432-4855
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPG RETIREMENT PLAN SERVICES LTD | 39-1915811 | KENOSHA, WI | THIRD PARTY ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 02-1488491 | KENOSHA, WI | SERVICE PROVIDER | $10K | — |
Investments
39 direct securities · 1 pooled fund· $22.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$10.9M
1 holding
Uncategorized
$10.8M
37 holdings
Pooled Separate Accounts
$762K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.9M | 94.0% | |
| Voya Retirement Insurance and Annuity Company Putnam Dynamic Asset Allocation Growth Fund | — | — | — | $1.2M | 10.0% | |
| Voya Retirement Insurance and Annuity Company Putnam Dynamic Asset Allocation Balanced Fund | — | — | — | $1.1M | 9.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2035 Fund | — | — | — | $657K | 5.7% | |
| s (Continued) * Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2050 Fund | Pooled Separate Accounts | — | — | $636K | 5.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund | — | — | — | $605K | 5.2% | |
| Fully Benefit-Responsive Investment Contract * Voya Retirement Insurance and Annuity Company Guaranteed Investment Contract | — | — | — | $599K | 5.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2060 Fund | — | — | — | $537K | 4.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2040 Fund | — | — | — | $522K | 4.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total Bond Market Index Fund | — | — | — | $501K | 4.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2055 Fund | — | — | — | $499K | 4.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total Stock Market Index Fund | — | — | — | $465K | 4.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2020 Fund ** 12 * Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2025 Fund | — | — | — | $423K | 3.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small Cap Index Fund | — | — | — | $315K | 2.7% | |
| Voya Retirement Insurance and Annuity Company MFS Growth Fund | — | — | — | $287K | 2.5% | |
| Voya Retirement Insurance and Annuity Company American Funds New Perspective Fund | — | — | — | $232K | 2.0% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund | — | — | — | $224K | 1.9% | |
| Voya Retirement Insurance and Annuity Company MFS International Growth Fund | — | — | — | $220K | 1.9% | |
| Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio Fund | — | — | — | $216K | 1.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2045 Fund | — | — | — | $203K | 1.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund | — | — | — | $194K | 1.7% | |
| Voya Retirement Insurance and Annuity Company American Funds American Balanced Fund | — | — | — | $169K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Victory Funds Sycamore Established Value Fund | — | — | — | $166K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2030 Fund | — | — | — | $164K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2065 Fund | — | — | — | $159K | 1.4% | |
| Voya Retirement Insurance and Annuity Company PGIM High Yield Fund | — | — | — | $147K | 1.3% | |
| Voya Retirement Insurance and Annuity Company MFS International Intrinsic Value Fund | — | — | — | $142K | 1.2% | |
| Voya Retirement Insurance and Annuity Company MFS Value Fund R6 | — | — | — | $137K | 1.2% | |
| s * Voya Retirement Insurance and Annuity Company American Funds AMCAP Fund | Pooled Separate Accounts | — | — | $126K | 1.1% | |
| Voya Retirement Insurance and Annuity Company PIMCO International Bond Fund Unhedged | — | — | — | $121K | 1.0% | |
| Voya Retirement Insurance and Annuity Company DFA Commodity Strategy Portfolio Fund | — | — | — | $109K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Emerging Markets Stock Index Fund | — | — | — | $109K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Balanced Index Fund | — | — | — | $84K | 0.7% | |
| Voya Retirement Insurance and Annuity Company DFA Real Estate Securities Portfolio Fund | — | — | — | $67K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Invesco Common Stock Income Fund | — | — | — | $55K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Putnam Dynamic Asset Allocation Conservative Fund | — | — | — | $51K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Eaton Vance Atlanta Capital SMID-Cap Fund | — | — | — | $47K | 0.4% | |
| Voya Retirement Insurance and Annuity Company DFA US Targeted Value Portfolio Fund | — | — | — | $27K | 0.2% | |
| Voya Retirement Insurance and Annuity Company ClearBridge Small Cap Growth Fund | — | — | — | $16K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire 2070 Fund | — | — | — | $4K | <0.1% |
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