Back to filter
Original filing (PDF)20251015170701NAL0010467954001
LINK SNACKS, INC.
Form 5500
FILING_RECEIVED
LINK SNACKS, INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
2,756
Accounts w/ balance
1,483
Plan assets (EOY)
$75.4M
Net assets (EOY)
$75.4M
How this plan invests
This plan
15 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 30 bps in Schedule C fees — 91% above peer band of 16 bps.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINK SNACKS, INC..
Plan sponsor
Name
LINK SNACKS, INC.
EIN
31-1222037
Address
P.O. BOX 397 · MINONG, WI · 54859
Phone
(715) 466-2234
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
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $195K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $35K | — |
Investments
29 direct securities · 15 pooled funds· $106.8M(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
$69.8M
29 holdings
Common Collective Trust
$36.9M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund* | — | — | — | $7.8M | 10.3% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $6.0M | 7.9% | |
| FIAM CORE PLUS CL F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $5.5M | 7.3% | |
| T. Rowe Price Retirement 2035 Trust Class A | — | — | — | $5.3M | 7.1% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $5.3M | 7.1% | |
| Fidelity Large Cap Growth Index Fund* | — | — | — | $5.0M | 6.6% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $4.4M | 5.8% | |
| T. Rowe Price Retirement 2045 Trust Class A | — | — | — | $4.3M | 5.7% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.3M | 5.7% | |
| T. Rowe Price Retirement 2050 Trust Class A | — | — | — | $4.2M | 5.6% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.2M | 5.6% | |
| T. Rowe Price Retirement 2040 Trust Class A | — | — | — | $4.0M | 5.4% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.0M | 5.4% | |
| T. Rowe Price Retirement 2055 Trust Class A | — | — | — | $3.9M | 5.2% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.9M | 5.2% | |
| T. Rowe Price Retirement 2030 Trust Class A | — | — | — | $3.4M | 4.5% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.4M | 4.5% | |
| John Hancock III Disciplined Value Mid Cap Fund | — | — | — | $2.2M | 3.0% | |
| Fidelity Extended Market Index Fund* | — | — | — | $2.2M | 2.9% | |
| T. Rowe Price Retirement 2060 Trust Class A | — | — | — | $2.1M | 2.8% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $2.1M | 2.8% | |
| Fidelity Strategic Income Fund* | — | — | — | $1.9M | 2.5% | |
| MassMutual Mid Cap Growth Fund Class I | — | — | — | $1.7M | 2.3% | |
| Vanguard GNMA Fund Admiral Shares | — | — | — | $1.5M | 1.9% | |
| Macquarie Small Cap Value Fund Class R6 | — | — | — | $1.4M | 1.9% | |
| with maturities through September 2030* | — | — | — | $1.4M | 1.9% | |
| CBA Select Mid Cap Growth IS | — | — | — | $1.4M | 1.9% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $1.3M | 1.7% | |
| T. Rowe Price Retirement 2025 Trust Class A | — | — | — | $1.2M | 1.6% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| Galliard Stable Return Fund Class C | — | — | — | $1.2M | 1.5% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| T. Rowe Price Retirement 2020 Trust Class A | — | — | — | $948K | 1.3% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $948K | 1.3% | |
| T. Rowe Price Retirement 2065 Trust Class A | — | — | — | $676K | 0.9% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $676K | 0.9% | |
| Fidelity Total International Index Fund* | — | — | — | $261K | 0.3% | |
| T. Rowe Price Retirement 2015 Trust Class A | — | — | — | $37K | <0.1% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $37K | <0.1% | |
| Fidelity Government Money Market Fund* | — | — | — | $17K | <0.1% | |
| T. Rowe Price Retirement 2010 Trust Class A | — | — | — | $12K | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement 2005 Trust Class A | — | — | — | $4K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
ALK-ABELLO, INC.
ALK 401(K) PLAN
$76.1M · 569 participants
R.C. BIGELOW, INC.
BIGELOW TEA EMPLOYEES 401(K) PLAN
$74.6M · 444 participants
J. RETTENMAIER USA LP
JRS USA 401K PLAN
$74.5M · 745 participants
KEURIG DR PEPPER INC.
DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN
$74.3M · 255 participants
WEAVER POPCORN MANUFACTURING, LLC.
WEAVER EMPLOYEE 401(K) PLAN
$74.2M · 544 participants
RJ VAN DRUNEN & SONS, INC.
VAN DRUNEN FARMS 401(K) RETIREMENT AND SAVINGS PLAN & TRUST
$77.6M · 831 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B