How big is Sauder Woodworking Co.'s plan?

Sauder Woodworking Co.'s plan reported $335.5M in assets and 1,766 participants for 2024.

Original filing (PDF)20251014104625NAL0002558305001

Sauder Woodworking Co.

Name: Sauder Woodworking Co. — Sauder Woodworking Co., Form 5500 (2024)
Creator: Sauder Woodworking Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sauder Woodworking Co. Retirement and 401(k) Plan

401(k) retirement plan · Sauder Woodworking Co.'s Sauder Woodworking Co. Retirement and 401(k) Plan held $335.5M in plan assets for 1,766 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

52% in single holdingCorrective distributions issued

Active participants

1,766

Accounts w/ balance

2,455

Plan assets (EOY)

$335.5M

Net assets (EOY)

$335.5M

People on this filing

Linda Calvin signed Sauder Woodworking Co.'s 2024 Form 5500 as plan administrator.

Linda Calvin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sauder Woodworking Co.'s EIN is 34-4346145.

EIN 34-4346145

Plan number 001

Plan year 2024

ACK ID 20251014104625NAL0002558305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sauder Woodworking Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sauder Woodworking Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (6th percentile).

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

SAUDER WOODWORKING CO.

EIN

all filings

Address

502 MIDDLE STREET · ARCHBOLD, OH · 43502

Phone

(419) 446-2711

Industry

Manufacturing

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

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$114K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$123K	—

Accountant / Auditor

Investments

33 direct securities · 1 pooled fund· $342.3M(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.

Mutual Funds

$289.1M

25 holdings

Common Collective Trusts

$36.3M

4 holdings

Other securities

$10.1M

4 holdings

Common Collective Trust

$6.8M

1 holding

					% of plan
Fidelity Investments Fidelity Balanced Fund Class K	Mutual Funds	—	—	$173.0M	51.6%
Fidelity Investments Fidelity Contrafund K6	Mutual Funds	—	—	$41.9M	12.5%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$22.5M	6.7%
Fidelity Investments Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$14.4M	4.3%
MFS International Growth Fund Class R6	Mutual Funds	—	—	$8.8M	2.6%
Fidelity Investments Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$8.4M	2.5%
Fidelity Investments Managed Income Portfolio Class 2	Mutual Funds	—	—	$6.8M	2.0%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$6.8M	2.0%
MFS Value Fund Class R6	Mutual Funds	—	—	$6.6M	2.0%
Fidelity Investments Fidelity Low-Priced Stock K6 Fund	Mutual Funds	—	—	$5.5M	1.7%
American Beacon American Beacon Small Cap Value Fund R6 Class	Other securities	—	—	$5.3M	1.6%
Vanguard Intermediate-Term Bond Index Fund Institutional Shares	Common Collective Trusts	—	—	$4.9M	1.5%
Fidelity Investments Fidelity Freedom 2035 Fund Class K6	Mutual Funds	—	—	$4.8M	1.4%
Calvert US Large Cap Core Responsible Index Fund Class R6	Common Collective Trusts	—	—	$4.6M	1.4%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$4.3M	1.3%
Fidelity Investments Fidelity Freedom 2020 Fund Class K6	Mutual Funds	—	—	$4.1M	1.2%
Fidelity Investments Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$3.8M	1.1%
Fidelity Investments Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$3.5M	1.0%
Loomis Sayles Small Cap Growth Fund Class N	Other securities	—	—	$3.3M	1.0%
Fidelity Investments Fidelity Freedom 2045 Fund Class K6	Mutual Funds	—	—	$1.4M	0.4%
Fidelity Investments Fidelity Freedom 2015 Fund Class K6	Mutual Funds	—	—	$1.2M	0.3%
Fidelity Investments Fidelity Freedom Income Fund Class K6	Mutual Funds	—	—	$1.1M	0.3%
Fidelity Investments Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$1.0M	0.3%
Cohen & Steers Cohen & Steers Realty Shares Fund Class Z	Other securities	—	—	$1.0M	0.3%
Fidelity Investments Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$807K	0.2%
Fidelity Investments Fidelity Freedom 2010 Fund Class K6	Mutual Funds	—	—	$574K	0.2%
Fidelity Investments Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$527K	0.2%
dates through July 2033	Other securities	—	—	$506K	0.2%
Fidelity Investments Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$482K	0.1%
Fidelity Investments Fidelity Managed Retirement 2030 Fund Class K6	Mutual Funds	—	—	$166K	<0.1%
Fidelity Investments Fidelity Managed Retirement 2035 Fund Class K6	Mutual Funds	—	—	$146K	<0.1%
Fidelity Investments Fidelity Managed Retirement 2020 Fund Class K6	Mutual Funds	—	—	$3K	<0.1%
Fidelity Investments Fidelity Managed Retirement Income Fund Class K6	Mutual Funds	—	—	$3K	<0.1%
Fidelity Investments Fidelity Managed Retirement 2010 Fund Class K6	Mutual Funds	—	—	$3K	<0.1%