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Original filing (PDF)20251013115923NAL0002689442001
ENERPAC TOOL GROUP
Form 5500
FILING_RECEIVED
ENERPAC TOOL GROUP RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
33% in single holding~120 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.5M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "SEI Intermediate Duration Credit Fund A Mutual Funds" is 33% of plan.
- 120 bps in Schedule C fees — 314% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERPAC TOOL GROUP.
Plan sponsor
Name
ENERPAC TOOL GROUP
EIN
39-0168610
Address
648 N. PLANKINTON AVENUE · 4TH FLOOR · MILWAUKEE, WI · 53203
Phone
(262) 293-1535
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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP | 04-2452803 | — | CUSTODIAN | $125K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON | 23-1159360 | — | NONE | $124K | — |
| MICHAEL BEST & FRIEDRICH LLP | — | MILWAUKEE, WI | NONE | $62K | — |
| WIPFLI LLP | 39-0758449 | — | NONE | $21K | — |
Investments
15 direct securities· $27.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI Intermediate Duration Credit Fund A Mutual Funds | — | — | $10.4M | $8.9M | 32.3% | |
| SEI World Equity Ex-US Fund Mutual Funds | — | — | $5.1M | $4.6M | 16.7% | |
| SEI Global Managed Volatility Fund Mutual Funds | — | — | $4.3M | $4.0M | 14.7% | |
| SEI U.S. Managed Volatility Fund Mutual Funds | — | — | $2.4M | $2.1M | 7.8% | |
| SEI Long Duration Credit Fund A Mutual Funds | — | — | $2.2M | $2.1M | 7.5% | |
| SEI S&P 500 Index A Mutual Funds | — | — | $2.0M | $1.9M | 6.7% | |
| U.S. Treasury Bond (Strip)5/15/33 U.S. Government Security | — | — | $804K | $821K | 3.0% | |
| SEI Extended Market Index A Mutual Funds | — | — | $917K | $797K | 2.9% | |
| U.S. Treasury Bond (Strip)8/15/38 U.S. Government Security | — | — | $814K | $700K | 2.5% | |
| U.S. Treasury Bond (Strip)8/15/29 U.S. Government Security | — | — | $421K | $447K | 1.6% | |
| U.S. Treasury Bond (Strip)8/15/27 U.S. Government Security | — | — | $344K | $366K | 1.3% | |
| U.S. Treasury Bond (Strip)8/15/31 U.S. Government Security | — | — | $326K | $329K | 1.2% | |
| U.S. Treasury Bond (Strip) 2/15/44 U.S. Government Security | — | — | $161K | $157K | 0.6% | |
| U.S. Treasury Bond (Strip)8/15/51 U.S. Government Security | — | — | $56K | $50K | 0.2% | |
| U.S. Treasury Bond (Strip) 11/15/53 U.S. Government Security | — | — | $54K | $50K | 0.2% |