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Original filing (PDF)20251015170505NAL0006858464001
SPRINGS WINDOW FASHIONS, LLC
Form 5500
FILING_RECEIVED
SPRINGS WINDOW FASHIONS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,635
Accounts w/ balance
2,171
Plan assets (EOY)
$185.6M
Net assets (EOY)
$185.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPRINGS WINDOW FASHIONS, LLC.
Plan sponsor
Name
SPRINGS WINDOW FASHIONS, LLC
EIN
36-2998685
Address
7549 GRABER ROAD · MIDDLETON, WI · 53562
Phone
(608) 828-4480
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $214K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $300 | — |
Investments
1 direct security · 14 pooled funds· $156.5M(84% 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.
Common Collective Trust
$153.6M
14 holdings
Uncategorized
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIRE 2030 TRUSTII VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $30.5M | 16.5% | |
| VANGUARD TARGET RETIRE 2035 TRUSTII VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $27.2M | 14.6% | |
| VANGUARD TARGET RETIRE 2025 TRUSTII VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $23.4M | $20.7M | 11.2% | |
| VANGUARD TARGET RETIRE 2040 TRUSTII VVANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $16.9M | 9.1% | |
| VANGUARD TARGET RETIRE 2045 TRUSTII VVANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $16.3M | 8.8% | |
| VANGUARD RETIREMENT SAVINGS TRUSTIV VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $12.6M | 6.8% | |
| VANGUARD TARGET RETIRE 2055 TRUSTII VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $6.8M | 3.6% | |
| VANGUARD TARGET RETIRE 2050 TRUSTII VANVANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $6.1M | $6.5M | 3.5% | |
| VANGUARD TARGET RETIRE 2020 TRUSTII VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.7M | 3.1% | |
| VANGUARD TARGET RETIRE 2060 TRUSTII VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.1% | |
| VFTC TARGET RET. INCOME MASTER TRUS | — | — | — | $2.9M | 1.6% | |
| VANGUARD TARGET RETIRE INCM TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH WILMINGTON TRUST, N.A. · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.3% | |
| VANGUARD TARGET RETIRE 2065 TRUSTII VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $132K | <0.1% |