How big is Latitude Corp.'s plan?

Latitude Corp.'s plan reported $16.2M in assets and 179 participants for 2024.

Original filing (PDF)20250902174234NAL0014622609001

Latitude Corp.

Name: Latitude Corp. — Latitude Corp. 401(k) Plan, Form 5500 (2024)
Creator: Latitude Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Latitude Corp. 401(k) Plan

401(k) retirement plan · Latitude Corp.'s Latitude Corp. 401(k) Plan held $16.2M in plan assets for 179 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

25% in single holding

Active participants

179

Accounts w/ balance

223

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

People on this filing

Scott Sipiorski signed Latitude Corp.'s 2024 Form 5500 as plan administrator.

Scott Sipiorski — 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

Latitude Corp.'s EIN is 36-3714613.

EIN 36-3714613

Plan number 001

Plan year 2024

ACK ID 20250902174234NAL0014622609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Latitude Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LATITUDE CORP..

Finding similar companies…

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

LATITUDE CORP.

EIN

all filings

Address

P.O. BOX 930340 1003 AMERICAN WAY · VERONA, WI · 53593

Phone

(608) 845-2600

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

2025-09-02

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC CAPITAL MARKETS LLC	41-1416330	—	INVESTMENT ADVISORY-PLAN	$37K	—

Investments

37 direct securities· $16.2M(100% of reported assets)

Mutual Funds

$15.3M

27 holdings

Bonds / Notes

$357K

1 holding

Other securities

$328K

6 holdings

Common Collective Trusts

$177K

1 holding

Common Stocks

$25K

2 holdings

					% of plan
American Funds American Funds 2030 Trgt Dt Ret R6	Mutual Funds	—	—	$4.1M	25.3%
American Funds American Funds 2040 Trgt Dt Ret R6	Mutual Funds	—	—	$2.7M	16.5%
American Funds American Funds 2035 Trgt Dt Ret R6	Mutual Funds	—	—	$1.8M	10.8%
American Funds American Funds 2050 Trgt Dt Ret R6	Mutual Funds	—	—	$1.1M	7.0%
American Funds American Funds 2015 Trgt Dt Ret R6	Mutual Funds	—	—	$1.0M	6.4%
American Funds American Funds 2045 Trgt Dt Ret R6	Mutual Funds	—	—	$1.0M	6.3%
American Funds American Funds 2025 Trgt Dt Ret R6	Mutual Funds	—	—	$774K	4.8%
American Funds American Funds 2055 Trgt Dt Ret R6	Mutual Funds	—	—	$732K	4.5%
American Funds American Funds 2020 Trgt Dt Ret R6	Mutual Funds	—	—	$430K	2.7%
American Funds American Funds 2060 Trgt Dt Ret R6	Mutual Funds	—	—	$400K	2.5%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$357K	2.2%
PIMCO Inc Instl	Mutual Funds	—	—	$237K	1.5%
American Funds American Fds Gr Fd of America R6	Mutual Funds	—	—	$220K	1.4%
Vanguard 500 Index Adm	Common Collective Trusts	—	—	$177K	1.1%
American Funds American Funds 2065 Trgt Dt Ret R6	Mutual Funds	—	—	$158K	1.0%
Vanguard Dividend Gr Inv	Mutual Funds	—	—	$118K	0.7%
JPMorgan Mid Cap Gr R6	Other securities	—	—	$101K	0.6%
Vanguard Total Bd Mkt Index Adm	Mutual Funds	—	—	$88K	0.5%
American Funds American Funds EuroPacific Gr R5	Mutual Funds	—	—	$74K	0.5%
Dimensional DFA US Small Cap Val I	Mutual Funds	—	—	$73K	0.4%
Virtus NFJ Mid-Cap Val A	Other securities	—	—	$62K	0.4%
Nationwide Geneva Small cp Gr InSvc	Other securities	—	—	$60K	0.4%
Vanguard FTSE Social Index Admiral	Mutual Funds	—	—	$59K	0.4%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$55K	0.3%
Putnam Dyn asset alloc Bal A	Mutual Funds	—	—	$45K	0.3%
Putnam Dyn asset alloc Cnsrv A	Mutual Funds	—	—	$44K	0.3%
American Funds American Funds Small Cap World R6	Mutual Funds	—	—	$37K	0.2%
Blackrock Total Return Instl	Other securities	—	—	$37K	0.2%
Scout Carillon Scout Mid Cap I	Other securities	—	—	$35K	0.2%
MFS Val R3	Mutual Funds	—	—	$34K	0.2%
Cohen & Steers Cohen & Steers Real Estate Sec A	Other securities	—	—	$33K	0.2%
Vanguard Total Intl Stock Index Adm	Mutual Funds	—	—	$17K	0.1%
Franklin Templeton Glbl Bd Adv	Mutual Funds	—	—	$12K	<0.1%
Insurance Company/General Account	Common Stocks	—	—	$12K	<0.1%
Transamerica Life Ins Co Transamerica Stbl Val Core Op	Common Stocks	—	—	$12K	<0.1%
American Funds American Funds New World R6	Mutual Funds	—	—	$7K	<0.1%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$3K	<0.1%