Original filing (PDF)20250902174234NAL0014622609001

LATITUDE CORP.

Name: LATITUDE CORP. — LATITUDE CORP. 401(K) PLAN, Form 5500 (2024)
Creator: LATITUDE CORP.

Form 5500

FILING_RECEIVED

LATITUDE CORP. 401(K) PLAN

401(k) retirement plan

Signals · 1

25% in single holding

Active participants

179

Accounts w/ balance

223

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

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 (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "American Funds American Funds 2030 Trgt Dt Ret R6" is 25% of plan.
36 bps in Schedule C fees — modestly above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LATITUDE CORP..

Plan sponsor

Name

LATITUDE CORP.

EIN

36-3714613

Address

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

Phone

(608) 845-2600

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

2025-09-02

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

VRAKAS SC

Trustee / custodian

—

Trustee phone

—

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)

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