Original filing (PDF)20251014140213NAL0002965473001

SEWER EQUIPMENT COMPANY OF AMERICA

Name: SEWER EQUIPMENT COMPANY OF AMERICA — SEWER EQUIPMENT CO. OF AMERICA 401(K) PLAN, Form 5500 (2024)
Creator: SEWER EQUIPMENT COMPANY OF AMERICA

Form 5500

FILING_RECEIVED

SEWER EQUIPMENT CO. OF AMERICA 401(K) PLAN

401(k) retirement plan

Signals · 2

12% employer stockCorrective distributions issued

Active participants

341

Accounts w/ balance

395

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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).
Total administrative cost in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEWER EQUIPMENT COMPANY OF AMERICA.

Plan sponsor

Name

SEWER EQUIPMENT COMPANY OF AMERICA

EIN

36-2786536

Address

1590 DUTCH RD · DIXON, IL · 61021

Phone

(815) 835-5639

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$37K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WIPFLI	—	LINCOLNSHIRE, IL	NONE	$20K	—

Investments

39 direct securities· $12.1M(100% of reported assets)

Other securities

$10.5M

35 holdings

Common Stock

$1.5M

3 holdings

Participant loans

$87K

1 holding

					% of plan
GM PGIM Total Return Bond CL A PGIM 0	Common Stock	—	—	$1.3M	10.8%
BlackRock LifePath Index 2055 Inv A BlackRock 0	Other securities	—	—	$1.2M	9.6%
GM MFS International Diversification A MFS 0	Other securities	—	—	$984K	8.1%
GM BlackRock Equity Dividend Inv A BlackRock 0	Other securities	—	—	$972K	8.0%
GM ClearBridge Large Cap Growth A Legg Mason 0	Other securities	—	—	$970K	8.0%
BlackRock LifePath Index 2030 Inv A BlackRock 0	Other securities	—	—	$892K	7.4%
iShares S&P 500 Index Inv A iShares 0	Other securities	—	—	$531K	4.4%
GM Invesco Developing Markets A Invesco 0	Other securities	—	—	$470K	3.9%
BlackRock LifePath Index 2045 Inv A BlackRock 0	Other securities	—	—	$425K	3.5%
BlackRock Lifepath Index Retire Inv A BlackRock 0	Other securities	—	—	$404K	3.3%
JPMorgan US Equity A JPMorgan 0	Other securities	—	—	$389K	3.2%
BlackRock LifePath Index 2040 Inv A BlackRock 0	Other securities	—	—	$380K	3.1%
GM Victory Sycamore Established Value A Victory 0	Other securities	—	—	$329K	2.7%
GM BlackRock Mid-Cap Growth Equity Inv A BlackRock 0	Other securities	—	—	$322K	2.7%
BlackRock LifePath Index 2035 Inv A BlackRock 0	Other securities	—	—	$303K	2.5%
GM PIMCO Real Return A PIMCO 0	Other securities	—	—	$289K	2.4%
BlackRock LifePath Index 2050 Inv A BlackRock 0	Other securities	—	—	$250K	2.1%
GM Invesco Discovery A Invesco 0	Other securities	—	—	$233K	1.9%
GM Victory Sycamore Small Comp Opport A Victory 0	Other securities	—	—	$231K	1.9%
GM PGIM Global Real Estate CL A PGIM 0	Common Stock	—	—	$169K	1.4%
GM DWS Enhanced Commodity Strategy A DWS 0	Other securities	—	—	$166K	1.4%
BlackRock Mid-Cap Growth Equity Inv A BlackRock 0	Other securities	—	—	$162K	1.3%
GM BlackRock High Yield Portfolio A Blackrock 0	Other securities	—	—	$117K	1.0%
BlackRock Equity Dividend Inv A BlackRock 0	Other securities	—	—	$88K	0.7%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$87K	0.7%
GM BlackRock Liquidity FedFund Premier BlackRock 0	Other securities	—	—	$77K	0.6%
Invesco Discovery A Invesco 0	Other securities	—	—	$76K	0.6%
ClearBridge Large Cap Growth A Legg Mason 0	Other securities	—	—	$76K	0.6%
iShares MSCI EAFE Intl Index Inv A iShares 0	Other securities	—	—	$54K	0.4%
MFS International Diversification A MFS 0	Other securities	—	—	$52K	0.4%
BlackRock Liquidity FedFund Premier BlackRock 0	Other securities	—	—	$34K	0.3%
PGIM Total Return Bond CL A PGIM 0	Common Stock	—	—	$26K	0.2%
Victory Sycamore Established Value A Victory 0	Other securities	—	—	$21K	0.2%
PIMCO Real Return A PIMCO 0	Other securities	—	—	$12K	<0.1%
BlackRock High Yield Portfolio A BlackRock 0	Other securities	—	—	$11K	<0.1%
Invesco Developing Markets A Invesco 0	Other securities	—	—	$11K	<0.1%
Victory Sycamore Small Comp Opport A Victory 0	Other securities	—	—	$8K	<0.1%
BlackRock Global Allocation Inv A BlackRock 0	Other securities	—	—	$2K	<0.1%
DWS Enhanced Commodity Strategy A DWS 0	Other securities	—	—	$2K	<0.1%