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Original filing (PDF)20251014095509NAL0002557073001
SWITCHGEAR POWER SYSTEMS LLC
Form 5500
FILING_RECEIVED
SPS 401(K) PLAN
401(k) retirement plan
Active participants
271
Accounts w/ balance
236
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
39 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWITCHGEAR POWER SYSTEMS LLC.
Plan sponsor
Name
SWITCHGEAR POWER SYSTEMS LLC
EIN
20-8342908
Address
202 W ENTERPRISE ROAD · WINNECONNE, WI · 54986
Phone
(920) 582-7277
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEGNER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INC. | — | GREEN BAY, WI | TPA/RECORDKEEPER | $10K | — |
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | RECORDKEEPER | $1K | — |
Investments
39 pooled funds· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IA/2010 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | $0 | <0.1% |
| CB/HIGH YIELD BOND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 057 | Pooled Separate Account | $0 | <0.1% |
| IC/2020 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | $0 | <0.1% |
| ID/2025 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | $0 | <0.1% |
| IE/2030 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | $0 | <0.1% |
| IF/2035 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | $0 | <0.1% |
| IG/2040 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | $0 | <0.1% |
| IH/2045 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | $0 | <0.1% |
| II/2050 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | $0 | <0.1% |
| IJ/2055 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | $0 | <0.1% |
| IB/2015 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | $0 | <0.1% |
| IL/2065 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129 | Pooled Separate Account | $0 | <0.1% |
| M0/SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | $0 | <0.1% |
| MB/LARGE CAP VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 075 | Pooled Separate Account | $0 | <0.1% |
| P0/SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | $0 | <0.1% |
| R0/TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | $0 | <0.1% |
| S0/LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | $0 | <0.1% |
| SE/LARGE CAP DIVIDENDS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 070 | Pooled Separate Account | $0 | <0.1% |
| W0/TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | $0 | <0.1% |
| X0/BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | $0 | <0.1% |
| YM/INTERMEDIATE-TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 074 | Pooled Separate Account | $0 | <0.1% |
| AB/MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | $0 | <0.1% |
| AE/LARGE CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 047 | Pooled Separate Account | $0 | <0.1% |
| AI/MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | $0 | <0.1% |
| AJ/MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | $0 | <0.1% |
| AK/REIT INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 053 | Pooled Separate Account | $0 | <0.1% |
| AL/SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | $0 | <0.1% |
| AN/EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | $0 | <0.1% |
| AO/FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | $0 | <0.1% |
| AP/SMALL CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 077 | Pooled Separate Account | $0 | <0.1% |
| I0/INTERNATIONAL GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 009 | Pooled Separate Account | $0 | <0.1% |
| CC/SMALL-MID CAP GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | $0 | <0.1% |
| GC/TIPS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 066 | Pooled Separate Account | $0 | <0.1% |
| H0/AGGRESSIVE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 008 | Pooled Separate Account | $0 | <0.1% |
| HA/LARGE CAP BLEND ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 084 | Pooled Separate Account | $0 | <0.1% |
| HB/FOREIGN LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 085 | Pooled Separate Account | $0 | <0.1% |
| HC/INTERMEDIATE TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | $0 | <0.1% |
| HD/GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | $0 | <0.1% |
| IK/2060 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | $0 | <0.1% |
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