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Original filing (PDF)20250922111708NAL0004640721001
UNBOLT, INC.
Form 5500
FILING_RECEIVED
UNBOLT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
170
Accounts w/ balance
201
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
30 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 UNBOLT, INC..
Plan sponsor
Name
UNBOLT, INC.
EIN
27-4382456
Address
7518 HIGHWAY 60 · CEDARBURG, WI · 53012
Phone
(262) 377-5700
Industry
Retail Tradesee 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
2025-09-22
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLC | — | CHICAGO, IL | CONTRACT ADMIN | $9K | — |
Investments
30 direct securities· $7.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Trgt Date Retire R3 | — | — | — | $1.6M | 20.2% | |
| American Funds 2040 Trgt Date Retire R3 | — | — | — | $1.1M | 13.9% | |
| American Funds 2055 Trgt Date Retire R3 | — | — | — | $826K | 10.6% | |
| American Funds 2045 Trgt Date Retire R3 | — | — | — | $715K | 9.2% | |
| American Funds 2035 Trgt Date Retire R3 | — | — | — | $631K | 8.1% | |
| American Funds Us Govt Money Market R3 | — | — | — | $592K | 7.6% | |
| American Funds 2060 Trgt Date Retire R3 | — | — | — | $379K | 4.9% | |
| American Funds 2030 Trgt Date Retire R3 | — | — | — | $345K | 4.4% | |
| American Funds American Hi Inc Tr R3 | — | — | — | $301K | 3.9% | |
| American Funds American Balanced R3 | — | — | — | $277K | 3.6% | |
| American Funds Strategic Bond R3 | — | — | — | $275K | 3.5% | |
| American Funds 2065 Trgt Date Retire R3 | — | — | — | $269K | 3.5% | |
| American Funds 2025 Trgt Date Retire R3 | — | — | — | $151K | 1.9% | |
| American Funds Smallcap World R3 | — | — | — | $71K | 0.9% | |
| American Funds Growth Fund Of Amer R3 | — | — | — | $66K | 0.8% | |
| American Funds Washington Mutual R3 | — | — | — | $59K | 0.8% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * American Funds 2010 Trgt Date Retire R3 451 * American Funds 2020 Trgt Date Retire R3 | — | — | — | $27K | 0.3% | |
| Participants Participant Loans Rates 9.00% to 9.50% - | — | — | — | $18K | 0.2% | |
| American Funds Amcap Fund R3 | — | — | — | $12K | 0.1% | |
| American Funds Capital World G/I R3 | — | — | — | $11K | 0.1% | |
| American Funds International Gr & Inc R3 | — | — | — | $8K | 0.1% | |
| Franklin Dynatech Fund - R | — | — | — | $8K | 0.1% | |
| American Funds Invest Co Of America R3 | — | — | — | $6K | <0.1% | |
| JP Morgan Small Cap Value R2 Mutual Fund | — | — | — | $5K | <0.1% | |
| American Funds New World Fund R3 | — | — | — | $4K | <0.1% | |
| American Funds Inc Fund Of Amer R3 | — | — | — | $3K | <0.1% | |
| JP Morgan Us Equity R2 Mutual Funds 1 | — | — | — | $3K | <0.1% | |
| American Funds 2070 Trgt Date Retire R3 | — | — | — | $2K | <0.1% | |
| American Funds Europacific Gr R3 | — | — | — | $2K | <0.1% | |
| American Funds New Perspective R3 | — | — | — | $1K | <0.1% |